The Tasks feature simplifies task management by allowing you to categorize and organize your to-do list. You can provide task descriptions, assign them to specific properties, and designate them as either one-time or recurring. It streamlines task management, enabling you to save or cancel changes while maintaining a tidy and organized list.

Here’s how it works in simple steps:

  1. There are two ways of getting to the “Task Overview” from the sidebar and then from the Quick buttons.
  2. Click on “Task” through the sidebar or “Create Task” through quick buttons
    • You’re now in the task overview, where features such as “My Tasks,” “To be Reviewed,” “Due and Upcoming,” and “Your In-house Tasks” are available. Additionally, you have access to various filters and options, including “Add a Task”
  3. To add a task click on “Add a Task”
  • Choose what kind of task
  • Select Property: Choose the relevant property from the options.
  • Task Frequency: Decide if it’s a one-time task or a recurring one.
  • Select Due Date: Of the task in MM/DD/YYYY format
  • Select Task Owner: Choose the person responsible for the task.
  • Review By: Specify the individual who will review the task.
  • Select Viewer: Pick the person designated as the viewer for the task.
  • Add Description: Provide a brief written explanation or details about the task.
  • Click on “Create” to confirm and add the task to your list.
  • If needed, choose “Cancel” to discard changes.
  • And lastly, “Add Task” to add it to your list.

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Dynamic Pricing for Property

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Edit Task

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Global Roles

“Global Roles” enables you to easily assign and manage permissions for different user roles on your real estate website, ensuring smooth operations and enhanced security.

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Map Customization

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Key and Security Deposit
Dynamic Pricing for Property
Show or Hide Pricing for Property
Edit Task
Global Roles
Map Customization

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