1. Click on the “+” sign
2. Select “Add Task”
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
Start a chat, shoot a note, or a schedule a call.
Just please don't throw your keyboard out the window.