Tasks
A simple to-do list built for real estate workflows. Eight task categories matched to your day (call, email, showing, closing), priorities, due dates, and the option to link a task to a contact.
What are Tasks?
Tasks are your to-do list inside the CRM. Each task has a title, an optional due date, a category that matches a real-estate action (call, showing, closing, etc.), a priority, and optionally a contact it's linked to.
Tasks live in two places. The dedicated Tasks page (full list, filters), and the Dashboard's "Upcoming" widget where you can tick them off without leaving the home view.
Open Tasks
Sidebar → CRM → Tasks.
Add a task
Click Add Task → fill the form → save.
The Tasks view
Four tabs at the top, each with a count badge:
- All — everything you've created
- Pending — not done yet
- Completed — done
- Overdue — past their due date and still pending
Each row shows the category icon with its color, the title, the due date, a truncated description, and a checkbox to toggle completion. Click the checkbox and the task moves to Completed immediately.
Adding a task
Click "Add Task"
The green + button at the top of the Tasks page.
Fill the form
- Title (required) — short and concrete: "Call John about the inspection".
- Description (optional) — context, prep, links.
- Due Date (optional) — when this needs to be done.
- Start Time (optional) — if it's a time-blocked action (a showing at 4pm).
- Category — pick from 8 (see below).
- Priority — Low / Medium / High.
- Linked Contact (optional) — attach the task to a contact.
Save
The task appears in your list. If a due date is set, it shows up in Overdue once it passes.
The 8 categories
Each task has one category. The category sets the icon and color so the list scans quickly.
Follow Up
Default category. The catch-all "circle back" task.
Call
Phone call to a lead, client, or vendor.
Send an email or write a follow-up draft.
Text
Send a text message or WhatsApp.
Showing
Property showing or walkthrough.
Closing
Closing-related action — paperwork, walk-through, wire confirm.
Open House
Hosting or prepping for an open house.
Thank You
Send a thank-you (after a showing, after closing, after a referral).
Priorities
Three levels: Low, Medium (default), High. The priority shows on each task row so high-priority items stand out at a glance.
Use High sparingly. If everything is High, nothing is. Reserve it for time-sensitive client work or anything that affects a closing this week.
Linking a task to a contact
When you create a task you can attach it to a contact (the Linked Contact field). The benefit:
- The task shows up on the contact's profile.
- If the contact's avatar shows on the task row, you can spot at a glance whose work this is.
- Filtering by contact later surfaces every task you've worked with that person.
From the Dashboard
You don't always need to open the Tasks page. The CRM Dashboard's Upcoming Tasks widget shows your next pending tasks with checkboxes — tick one off, the count updates live (pending −1, completed today +1) without a full reload. Great for clearing your morning queue.
Quick Reference
- Open Tasks — Sidebar → CRM → Tasks
- Add a task — Add Task button
- Mark complete — click the checkbox
- Filter by status — All / Pending / Completed / Overdue tabs
- See a task's contact — open the task → linked contact opens in the contact sheet
- Quick complete from home — Dashboard → Upcoming Tasks → checkbox