Task Options

Each task has advanced options you can configure in the detail drawer's Options section.

Portal Visible

Show this task to agents on their portal. Useful for tasks that agents need to be aware of or complete on their end.

Example: "Submit buyer's pre-approval letter" — mark this portal visible so the buyer's agent knows it's needed.

Key Date

Mark a task as a key date to highlight it on the timeline and trigger notifications. Key dates appear prominently in the transaction overview and calendar.

Example: "Final walkthrough" — this is important enough to show on the timeline alongside milestones.

Conditional Task

Only show this task when certain conditions are met. This keeps your task list clean by hiding irrelevant tasks.

Example: "Schedule septic inspection" — only relevant for properties with septic systems, not city sewer.

Calendar Reminder

Get reminded before a task is due. Set how far in advance you want the reminder (1 day, 3 days, 1 week, etc.).

Example: "Order home warranty" — set a reminder for 3 days before the due date so you have time to coordinate with the provider.