What is a Task? How to Manage Tasks in the CRM?

What Is a Task? 
 Tasks are used to schedule reminders for activities that need to be completed by the realtor. 
 They help ensure important lead-related actions such as follow-ups, calls, emails, open houses, thank-you messages, and other activities are completed on time. 
 Tasks can be created and managed from a lead profile or through the Profile tab. 
 
 Create a Task from a Lead Profile 
 
 
 Navigate to CRM . 
 
 
 Open the desired lead profile. 
 
 
 Click on the Plus button at the bottom right. 
 
 
 Select Add Task . 
 
 
 The Add Task window will appear. 
 
 
 Enter the task title. 
 
 
 Select the task type. 
 
 
 Available task types may include: 
 
 
 Follow Up 
 
 
 Call 
 
 
 Email 
 
 
 Open House 
 
 
 Thank You 
 
 
 Other available task types 
 
 
 
 
 Select the task date. 
 
 
 Select the task time. 
 
 
 Set a Reminder 
 You can configure a reminder for the task. 
 Examples include: 
 
 
 10 minutes before 
 
 
 30 minutes before 
 
 
 1 day before 
 
 
 1 week before 
 
 
 5 weeks before 
 
 
 The reminder will be triggered relative to the scheduled task date and time. 
 Repeat the Task 
 If the task should occur repeatedly, enable Repeat Event . 
 You can customize the repeat settings by selecting a recurrence pattern such as: 
 
 
 Daily 
 
 
 Weekly 
 
 
 Monthly 
 
 
 Yearly 
 
 
 You can also specify when the recurring task should end. 
 Available options include: 
 
 
 Never End 
 
 
 End after a specified number of occurrences 
 
 
 End on a specific date 
 
 
 
 
 Click Save . 
 
 
 The task will be created successfully. 
 The task will also be displayed on the Calendar on the scheduled date. 
 
 Manage Tasks from a Lead Profile 
 
 
 Navigate to CRM . 
 
 
 Open the desired lead profile. 
 
 
 Scroll to the Tasks section. 
 
 
 The task status will indicate whether the task is  Pending or Completed . 
 Create a Task from the Tasks Section 
 
 
 Click on the Plus button. 
 
 
 Enter the task title. 
 
 
 Select the task type. 
 
 
 Select the date and time. 
 
 
 Configure the reminder settings. 
 
 
 Configure the repeat settings if required. 
 
 
 Click Save . 
 
 
 The task will be created successfully. 
 Edit a Task 
 
 
 Locate the task you want to modify. 
 
 
 Click Edit . 
 
 
 Make the required changes. 
 
 
 Click Save . 
 
 
 The task will be updated successfully. 
 Delete a Task 
 
 
 Locate the task you want to remove. 
 
 
 Click Delete . 
 
 
 Confirm the deletion. 
 
 
 The task will be deleted successfully. 
 
 
 You have successfully learned how to create and manage tasks in AgentRoof CRM.