Managing your tasks

The Tasks page keeps your whole team organized with a single, filterable task list grouped by urgency.

The task groups

Tasks are organized into four buckets based on their due date:

Creating a task

Click New task in the top-right. The form lets you set:

• Title (required) — short, action-oriented description
• Description — longer context or instructions
• Priority — Low, Normal, High, or Urgent (color-coded with a flag icon)
• Due date — datetime picker
• Assignee — any team member in your workspace
• Link to lead — connect the task to a seller lead
• Link to deal room — connect the task to a property

Creating a task from a deal room

Inside any deal room, use the Add task button in the tasks panel. It pre-links the task to that property automatically.

Opening a task — attachments and comments

Click any task row to open its detail panel. Three things live there:

• The full description — directions that don't fit a one-line title.
• Attachments — PDFs, Word/Excel files, CSVs, and images (10MB each, up to 10 per task). Attach an SOP or script and the assignee downloads it right from the task — no digging through email. Anyone who can edit tasks can attach; deleting an attachment takes the stricter delete permission.
• Comments — the place for questions and updates about the task. When you comment, the task's assignee and assigner are notified by email (never the person who wrote the comment), so questions get answered without leaving the app. You can always delete your own comments. The "Comment on your task" notification can be toggled in Settings → Notifications.

Rows show small paperclip and comment-bubble counts so you can spot tasks that have materials or an active conversation.

Completing tasks

Click the circle icon on the left of any task row to mark it done. Click the filled circle on a completed task to reopen it. Completion is optimistic — the UI updates immediately.

Filters

Use the toolbar at the top to filter by:

• Assignee — show only one team member's tasks
• Priority — focus on urgent or high priority items
• Show completed checkbox — reveal the completed group

Filters are reflected in the URL so you can bookmark or share a filtered view.

Priority flags

Linked chips

Each task row shows colored chips for the linked lead (blue) or linked deal room (purple). Click them to navigate directly to that record.

Deleting tasks

Hover over a task row and click the trash icon that appears on the right. The task is permanently deleted.