---
title: Tasks
sidebar_label: Overview
sidebar_position: 1
description: Manage tasks and checklists for your real estate transactions — with priorities, subtasks, templates, and email automation.
---

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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](/img/tasks/tasks-page.png)

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](./creating-tasks.mdx) — Quick add, checklists, generation, and task table controls
- [Checklists](./task-templates.mdx) — Reusable key date and task workflows
- [Subtasks](./subtasks.mdx) — Breaking tasks into steps
- [Email Automation](./email-automation.mdx) — Link emails to task completion
- [Task Options](./task-options.md) — Portal visibility, completion behavior, conditional tasks, reminders, and tracking fields
- [Waiting Items](./waiting-items.md) — Track items you are waiting on from other people