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Tasks, projects and boards
Requests and bookings become tasks on their own. Plan, assign and finish them here or on your phone.
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Tasks
My tasksInbox 3TeamListingsProjects
What needs to be done? Fact sheet for Lakeview due FridayTo do · 3
Fact sheet · MonroeFri
Postcard proof · SeminaryMon
Reel cut · LakeviewOct 9
In progress · 2
Open house kit · LakeviewFri
Email campaign · MonroeMon
Review · 1
Headshot retouch · CaseyFri
Done · 2
Just closed · Seminary
Booklet · Jordan
New agent requests and bookings arrive as tasks. Take one, set a due date, assign it.
Use the arrow keys to step through.
Screens show sample data with fictional clients.