📄️ Overview
Manage tasks and checklists for your real estate transactions — with priorities, subtasks, templates, and email automation.
📄️ Creating Tasks
There are several ways to add tasks to a transaction.
📄️ Task Templates
Task templates are pre-built checklists you can apply to any transaction. They save you from creating the same tasks over and over.
📄️ Subtasks
Some tasks are better broken into smaller steps. Subtasks let you do that while keeping everything grouped under the parent task.
📄️ Email Automation
Link email templates to tasks so that emails are ready to send at the right moment — or even sent automatically.
📄️ Task Options
Each task has advanced options you can configure in the detail drawer's Options section.