Consolidated Task List

A. Let’s add a Task

1. Click on the “+” sign

2. Select “Add Task”

B. Provide task info

1. Set a date

2. Set the stage of your task. E.g.: Prep, Listed, In Escrow, Post Closing, Completed, On Hold

3. Assign it to someone

4. Choose whether it is going to be visible to your client or not

5. Click SUBMIT

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C. Once you have set your activities, you can find a consolidated Task List here: