Tasks - Creating a Task

Tasks- Creating a Task

There are various areas to create tasks within your Deal Automator account for yourself and other users on the account.

There are 3 areas you can access Tasks.
1.    Within a Contact File
2.    Within a Property File
3.    In the Manage drop down from the side navigation

To Create a Task:

1.    Once in a Task section click on ‘Add Task’

2.    Next fill out the pop up box that appears and hit ‘Save’

**In the Assigned To field- you have the ability to assign the task to any users on the account
3.    Once saved you can view all your tasks by going to Manage > Tasks

**If you created a task in a Contact or Property file, when in the file you will only see the Tasks for that specific file.