Tasks

Tasks are the backbone of every transaction. They track every to-do from contract to close — with due dates, priorities, assignees, email automation, and subtasks.

You can access tasks in two places:

• Inside a transaction — The Tasks tab shows tasks for that specific deal
• Organization-wide — The Tasks page in the sidebar shows tasks across all your transactions

Tasks are organized by due date: Overdue (red), This Week, Next Week, and Later. The colored left border shows priority at a glance — red for Urgent, orange for High, amber for Medium, green for Low.

In this section

• Creating Tasks — Quick add and the detail drawer
• Task Templates — Pre-built checklists
• Subtasks — Breaking tasks into steps
• Email Automation — Link emails to task completion
• Task Options — Portal visibility, key dates, conditional tasks, reminders