Create a New Agent CRM To Do Task

Users of the Agent CRM can create tasks to help manage their workload and to associate tasks to specific leads. This feature is only available for the Agent CRM product.

1. Navigate to Control Panel > IDX > Leads > To Do.
2. Click the “ADD NEW” button in the upper left. An “Add Task” window will pop up.
3. At a minimum, you must give the task a “Title” and a “Due Date” before you can create the task.
   • Title - the title of the task as it appears in the task list
   • Description - the text description of the task to provide more details
   • Task Type - selecting a task type adds a label to the task to help sort tasks based on their type (i.e. Appointment, Phone Call, etc.)
   • Associate Lead - you can select an existing lead to associate with a task. The task will then appear on the lead’s record page
   • Start Date - The start date defaults to the date it is when the task is created but can be changed
   • Start Time - The start time of the task defaults to the time you create the task
   • End Date - required field to select the date the task is due
   • End Time - the time the task is due
   • Priority Flag - clicking on the flag icon turns the priority on (red) or back off (black)
4. To finish creating the task, click the “Save” button when all fields are filled in. You will be returned to the To Do list and your task will appear in the task list.

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