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Knowledgebase : Manage > Tasks
CONTACTS- CREATING A TASK IN A CONTACT FILE Once you are in the Contact file: 1. Click on Task under 'Create New' or 'Tasks' under the Manage section on the left hand side of your screen. If you click on Task from the Create new section it will...
PROPERTIES- CREATING A TASK IN A PROPERTY FILE Once you are in the Property file: 1. Click on Task under 'Create New' or 'Tasks' under the Manage section on the left hand side of your screen. If you click on Task from the Create new section it...
TASKS- CREATING A TASK There are various areas to create tasks within your Realeflow account for yourself and other users on the account. There are 3 areas you can access Tasks. 1. Within a Contact File 2. Within a Property File 3. In the Manage drop...
TASKS- MANAGE TASKS To manage your tasks and other users tasks in your account go to the Tasks section under Manage in the top navigation. Once in the Task section, by default all of your tasks created in Realeflow will show in this section. To the...