The Tasks tool helps brokers stay up-to-date and delegate duties to team members. There are three ways to create a task. One option is to manually create a task, which is the subject of this article.
The other options, discussed in different articles, are:
Contents
Prerequisites
None.
Creating a task manually
Open a board (e.g. Leads or Deals) and double-click a card to open the record in full-view mode. Go to the right-hand menu and click the Tasks icon. Then click the plus (+) icon.
A new form displays. Optionally, click the first field and select a template for this task if you want to use an existing task configuration (or create a new template). You can also skip the template option and enter a unique message, including a subject line and body.
Before saving, scroll down the form and add extra information.
Select the type of task you want to generate: Due Date or Stage Reminder.
In the next row, enter a date or stage (depends on your choice in the previous row).
Click the Assignee field and select the person responsible for this task.
Go to the Priority row and select an option (Critical, High, Medium, or Low).
Link to a checklist, and use the toggle to indicate whether it is required or not. (optional)
Attach a file to the task. (optional, max file size is 10 MB)
Enter an estimated time to complete. (optional)
If you want BrokerEngine to send an alert when the assignee completes the task, click the Notify user field and select a person.
Click Save & Close.
Editing a task
To update an existing task inside the Tasks window, hover the mouse over a task name and click the pencil icon.
Confirming the results
To confirm the task is visible, go to the left-hand menu and click the Tasks icon. The Tasks page displays. In this example, I enabled two filters (Status and Assignee) to narrow the display of results. The page correctly shows the task created for a deal card.
You can also edit a task on the Tasks page. Click a task name to open a side panel. Select a field and make changes. Optionally, change the task status to Incomplete (or Complete). Click the Mark as incomplete (or Complete) button at the top of the panel.
To delete a task, click the three-dot icon at the top of the side panel and select Delete Task.
To close the side panel, click the arrow icon in the top right corner.
There is no Save button. BrokerEngine auto-saves your changes.
