Updating a Task [Next Gen] Follow
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:
Click the title of the Task on any Tasks tab
Click Edit in the top right
Enter in any additional changes
- 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.
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.