Who It’s For:
The Task Manager is for all users, including agents, admins, brokers, and transaction coordinators. Permissions determine which tasks each user can view or manage.

Video Walkthrough

What it Does

The Task Manager consolidates every assigned or shared task across all transactions into one central view. It allows users to:

• View and manage all active, completed, or not applicable tasks in one place.
• Customize how tasks are displayed using drag-and-drop columns.
• Filter and sort tasks for easier tracking.
• Quickly identify overdue or pending items.

Where to Access

Navigate to Main Menu → Task Manager.
Accessible to all user types. Visibility depends on permission level:

• Agents: See personal tasks and unassigned tasks within their transactions.
• Admins/Brokers: Can view all users’ tasks across the organization.

Task Manager Overview

The Task Manager provides a flexible, customizable workspace for managing every task in the system.

Adjusting Columns

1. Click and drag any column header to rearrange the order.
2. Select or deselect columns to show or hide them.
3. Save your preferences to make this layout the new default when returning to the Task Manager.

Filtering and Sorting

1. Use the filters at the top of each column to narrow your view by agent, due date, status, or other fields.
2. Sort by any column to view overdue or upcoming tasks first.
3. Use the tabs to switch between Incomplete, Completed, and Not Applicable task lists.

Permissions and Visibility

• Agents see only their own tasks and shared transaction tasks.
• Admins, brokers, and super admins can see all tasks within their permission scope.
• Tasks shown here are also linked to:
  • The Task Widget on the Dashboard.
  • The Task List within each individual transaction.

FAQ

Q: Can I save my preferred column layout?
A: Yes. After adjusting columns and order, click Update Column Selection to save it as your default view.

Q: Why can I only see my own tasks?
A: Visibility is permission-based. Agents only see their own and shared tasks; admins and brokers can view all.

Q: Do completed tasks disappear automatically?
A: No. Use the “Completed” tab to view finished items at any time.

Q: Are dashboard tasks the same as in the Task Manager?
A: Yes. The Task Widget on your dashboard reflects the same tasks shown in the Task Manager.