Current Tasks Due shows you what tasks are due over the next 48 hours.
Note: that the tasks on the table include:standard tasks and those associated with Property Plans, Automated Contact List Reminders, and Agent Tasks from Auto Response Campaigns
1- To see what contact the task belongs to, click on the blue person icon.
2- To complete a task, click the red check mark next to the due date.
3- To edit a task click the green pen icon next to the due date.
- A window will appear with the changes you can make
- Once you enter the updated info select "Update Task"
4- To add a new task click "Add Task"
- A window will appear with the information you can enter
- Once you enter the updated info select "Save New Task"
- Note: when adding a task on the table, these tasks are just standard tasks