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

Inside a transaction, tasks are grouped by checklist section. Each section shows progress, can be collapsed, and can be saved back as a checklist template. Rows show the task name, due date, completed date, notes, email/send indicators, and portal visibility.

The organization-wide Tasks page is for daily work across all transactions. Use it to search, filter by status or priority, show only tasks assigned to you, review broker-only work, or switch to a checklist-grouped view.

Common actions

• Quick-add a one-off task from a transaction
• Use Add checklist to add a saved task workflow
• Generate suggested tasks for the transaction
• Complete, skip, or reopen tasks
• Assign tasks to team members
• Link email templates or schedule emails from task dates
• Show selected tasks on the client portal
• Track subtasks and team comments in the drawer

In this section

• Creating Tasks — Quick add, checklists, generation, and task table controls
• Checklists — Reusable key date and task workflows
• Subtasks — Breaking tasks into steps
• Email Automation — Link emails to task completion
• Task Options — Portal visibility, completion behavior, conditional tasks, reminders, and tracking fields
• Waiting Items — Track items you are waiting on from other people