Summary

Tasks can be updated as often as needed. All update comments are recorded in the full details section of the task; changes such as status require a comment. Any user who receives email updates for a task will be notified via email when a task note is created.

Step by Step

admin > task and events > select task > edit button

To update the status of a Task:

1. Click the title of the Task on any Tasks tab

2.  Click Edit in the top right 

   

3. Enter in any additional changes

4. You can also notify the creator, assigned user, or office manager of any changes you make to a task to keep them up to date.

5. Click “Save Task” to save your changes

How does this differ for agents?

Task owners can update their own tasks. Admin and Broker level users can edit tasks that they assigned to others.