View and Edit a Task in the Aro Mobile App

The Tasks feature in the Aro mobile app lets you view, update, and manage your to-dos on the go.

The Tasks module is not available on Aro Lite, Starter, or Web-only subscriptions.

Viewing a Task

1. In the Aro mobile app, go to Tasks.

2. From the task list, tap a task to open it in the Task Details view.

Editing a Task

1. In the Task Details view, tap the Edit Task icon in the top right corner.

2. Update any of the task options as needed:

• Title: 

• Status: Not Started | In Progress | Completed | Archived

• Date/Time Due

• Task Type: choose Task | Call | Email | SMS | Letter

• Contact: select related contact.

• Listing: select related listing.

• Property: select related Property ( auto-fills when listing is selected)

• Lead: – selecting a lead will automatically fill any linked contact or listing/property.

• Tag: – choose from your available tags.

• Colour: – select and assign a colour for easy identification.

• Notify: – toggle Off/On and set a reminder time (minutes or hours before the task due).

• Repeat: – toggle Off/On and choose your desired repeat options.

• Description: Add notes or any other relevant details about the task.

• Assignee – select a team member.

3. Once you’ve made your changes, tap Save in the top right.

Changing Task Status

You can also update a task’s status without editing all details:

1. In the Task Details view, tap the vertical ellipsis (⋮)  icon in the top right.

2. Select Change Status.

3. Choose the new status:

   • Completed

   • In Progress

   • Archived