Add Task
This file will help you through adding a task in the database. This can be achieved a number of ways:
From the Productivity menu
From your Dashboard, hover over the Productivity menu item and select Tasks
From the 'Quick Add' button
Anywhere you see a 'Plus' button, you can click on the 'Quick add' button and then select 'Task' to create a task if tasks are available for that item
From a contact
- Add a task directly to one of your contacts. Use the quick search function to view the contact
- Once you are on the Contact Details page, click the Task tab then select Add Task
- In the Add Task page, you can select the type of Task that you can use
- Notification - sends a notification alert prior to the set time
- Repeat - enable you to repeat the task via frequency.
From a listing
- When viewing a listing, select the tasks tab and then Add Task
From Prospect properties
- From your Dashboard, click Prospects
- Use the Quick Search to find the property or press the + Add Property to make a new one
From the Leads section
- Search one of your Leads then go to Task tab
Task forms are part of the Productivity module. Contact us on support@arosoftware.com to add this module to your subscription if needed.