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Tasks- Creating a Task

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 down from the top navigation

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To Create a Task:

1.    Once in a Task section click on ‘Add Task’

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2.    Next fill out the pop up box that appears and hit ‘Save’

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**In the Assigned To field- you have the ability to assign the task to any users on the account

3.    Once saved you can view all your tasks by going to Manage > Tasks

**If you created a task in a Contact or Property file, when in the file you will only see the Tasks for that specific file.

Choose files or drag and drop files
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  1. Josh Tobias

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  3. Updated