Tasks > To Do List

TABLE OF CONTENTS

This is the most commonly used task page.


Your current, past and future Activities or tasks as well as your internet website enquires will be displayed on the to Do page.


TABLE OF CONTENTS

Understanding your To Do List

Your To Do List is a list of all activities that have been allocated to you.

  • Activities to do in the future are displayed Blue activities.
  • Overdue activities – Red activities – you need to Mark as Done or move to today or another date in the future.

Your To Do List on desktop

New Activity

You can create Activities anywhere in the program, when creating an Activity make sure that you attach it to a Listing and a person. This will link the Activity with both the person in your database as well as the Listing.

Print 

Mark the Activities that you want and use the print button to create your task list report.

Tools button

Click on the Tools button to open the toolbar 

This will show the advanced To Do List toolbar options

  • Done button used to bulk mark Activities as completed - Select Overdue activities and then click on the Done button to bulk mark as completed. It can be very easy to get behind in managing your Activities.
  • Delete button used to delete an Activity.
  • Spam - This will mark this Contact and their email address as spam.
  • Show eNews & Finder - Because many Finder emails and eNews emails may have been sent, the Activities created are not displayed by default. If you want to see these click on the Show eNew & Finder checkbox.

Date range

The default from to display date range is -1 month to 7 days. You can change the default date range for your To Do List in Settings > Personalise tab


Understanding your To Do List

  • Activities to do in the future are displayed Blue activities.
  • Activities to do today are Green
  • Overdue activities – Red activities – you need to Mark as Done or move to today or another date in the future.
  • Your To Do List on desktop


Your To Do List on mobile


The horizontal Blue line indicates today


Filter

Filter by Activity type - Click on the column heading 3 dots and select the Filter option then select the Activity types that you want to filter by.

You can use the  filter by Activity type, listing or Contact.

Activity status

Overdue or Completed

Tools button

Click on the Tools  button to open the toolbar more…

When creating an Activity attach it to the correct Person and or Listing and assign to the correct agent in your office. This will link the Activity with both the person in your database as well as the Listing.

Agent Live users all Activities are automatically attached to the Agent

The default display date range is -1 month to 7 days. You can change the default date range for your To Do List in Settings > Personalise tab

An Appointment is an Activity with a Start Time. You can switch an Activity from an Appointment and back to a Task but adding/removing the Start time.

Bulk update Tasks

It can be easy to get behind in managing your Activities - Use the To Do List > Filters and use the Done button to mark multiple Activities as Done in one simple step.


NEXT New Activity/Task