There are many ways to reach the task list, First I will show you how to open a task with Transaction and then how to open a general task page. 

 

How to view Transaction tasks?

  • First, navigate to the Transaction

 

 

  • Then click on 'Tasks' and you see the specific transaction tasks


How to view your own tasks?


  • First, navigate to the “LC / CTC”

 

 

You can see your General Tasks

 

 

 

How to view tasks assigned to others?

Just click the blank field next to “Show items assigned to” and enter the name of your “Assistant” “Listing coordinator” “ contract to close” or “Agent”.


How to view tasks by date statuses or no due date?


To view tasks by dates just click the “due” and select your required option.

There are 8 options 

  1. Anytime: Here you can see all tasks assigned to you.

  2. Today: In this option, you just see today’s Task

  3. Tomorrow: In this option, you see the day after today Tasklist

  4. This week: Here you see the whole week Tasklist

  5. Next week: you just see next week Task

  6. Later: you can see all future Tasks

  7. In the past: you can see all past Tasks.

  8. (no date set): You can see all the Tasks whose dates are not set.



Why this is all helpful.

Some of the following benefits of task management



  • It lets you organize the workflow.

  • You can organize your and your team time and work.

  • You have a proper record.

  • You can check your teamwork.

  • It’s easy to set clear goals and objectives.

  • All Tasks automatically assigned to you on the required date.

  • More productive

  • Staying motivated

  • It reduces work stress