Tasks are used to make a record of a generic work item that needs to be completed by a specific person by a specified day and or time.
- Tasks can be created by you and assigned to another member of your team
- You can 'share' a Task with multiple people in your team and the first to complete the Task, completes it on behalf of everyone else
- Tasks are ideal for setting goals, for example renewing your office lease or your reviewing your portal contract so that you get timely reminders on matters that are important to your business
- Tasks can be linked to a person, a property or a specific transaction type such as a viewing or an offer
- Set a reminder on a Task and Loop will notify you with a pop-up message in the software and via an email when the Task is due
- You'll see all of your Tasks on the Diary and you can access them at a glance using the Agenda Slider.
Watch a short video on creating and completing tasks below:
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