How do I add a task?

You can use Tasks to organise your workload and remind you when things are due.

  1. Click on the 'Diary' tab
  2. Click 'add task'
  3. Fill in the details and save the task

To link tasks to customers, properties, offers and tenancies go to the Diary or Tasks tab of the relevant item.

Topic: Diary and Tasks

Related Help

Diary and Tasks