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
To Create a Task:
1. Once in a Task section click on ‘Add Task’
2. Next fill out the pop up box that appears and hit ‘Save’
**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.