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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

Organization-wide Tasks page with filters, saved views, and task rows

Inside a transaction, tasks are grouped by Playbook section. Each section shows progress, can be collapsed, and can be saved back as a Playbook 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 Playbook-grouped view.

Common actions​

  • Quick-add a one-off task from a transaction
  • Use Add Playbook 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

To print a transaction's tasks, or save them as a PDF:

  1. Open the transaction
  2. Click the Tasks tab
  3. Click Print

You can also print from the Reports tab: click More, then Print Checklist. Both open the same PDF.

A checklist PDF of that transaction's tasks opens in a new browser tab. Print it or save it from there. Tasks are grouped by section, each with a checkbox:

  • Open tasks show their due date
  • Completed tasks are marked with an X and show the date they were completed
  • Skipped tasks are greyed out and marked Skipped

The checklist covers one transaction at a time. The Tasks page in the sidebar, which lists tasks across all your transactions, doesn't have a print button.

In this section​

  • Creating Tasks — Quick add, Playbooks, generation, and task table controls
  • Playbooks — Reusable key date and task workflows
  • Subtasks — Breaking tasks into steps
  • Email Automation — Prepare, review, schedule, or send task-linked emails
  • Task Options — Portal visibility, completion behavior, conditional tasks, reminders, and tracking fields
  • Waiting Items — Track items you are waiting on from other people