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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

  1. Navigate to CRM.

  2. Open the desired lead profile.

  3. Click on the AddPlus .button at the bottom right.

  4. Select Add Task.

The Add Task window will appear.

  1. Enter the task title.

  2. Select the task type.

Available task types may include:

  • Follow Up

  • Call

  • Email

  • Open House

  • Thank You

  • Other available task types

  1. Select the task date.

  2. 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

  1. 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

  1. Navigate to CRM.

  2. Open the desired lead profile.

  3. Scroll to the Tasks section.

The task status will indicate whether the task is Pending or Completed.

Create a Task from the Tasks Section

  1. Click on the AddPlus .button.

  2. Enter the task title.

  3. Select the task type.

  4. Select the date and time.

  5. Configure the reminder settings.

  6. Configure the repeat settings if required.

  7. Click Save.

The task will be created successfully.

Edit a Task

  1. Locate the task you want to modify.

  2. Click Edit.

  3. Make the required changes.

  4. Click Save.

The task will be updated successfully.

Delete a Task

  1. Locate the task you want to remove.

  2. Click Delete.

  3. Confirm the deletion.

The task will be deleted successfully.

 

You have successfully learned how to create and manage tasks in AgentRoof CRM.

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