Summary

Notifications are available throughout events that can be assigned personally or to another agent, broker, or employee. These notifications are selected at the time that a task is being created or edited.

Step by Step

Please see "Creating a Task" Article to start Task.

At the end of the Task creating process, there are options to add email notifications.

Notification selection boxes:

• Assigned user: Agent(s), broker(s) that the Task has been assigned to will receive updates
• Task Creator: The representative inputting this Task will receive updates
• Assigned User's Office Manage: If the representative assigned with this Task has an Office Manager listed in their profile, they will also receive the updated information.

The selected parties WILL receive an email notification when:

• There is a new event established.
• The event status has been changed via the note section (Open, In Progress, Completed, On Hold, Rejected, Canceled)
• A component of the Task has been changed (Task name, due date/time, assigned to, contact, status, priority, MLS ID, and description.

The selected parties WILL NOT receive an email notification when:

• A checkbox has been deselected.
• The Task has been saved with no changes.

FAQ

Q: Who can view tasks?

A: Admin and Brokers can view tasks for the entire company; however, agents can only see their events.