Creating Tasks & Reminders

creating_tasks_and_reminders.png

In SkySlope, Tasks & Reminders can be use to help you stay on track and manage your calendar to help you work more efficiently. Just set it and forget it, and off you go! Keep reading to learn how to set up Tasks & Reminders for your property files.

 

First, let's go over one quick detail - the difference between a Task and a Reminder. A Task is an item that you can add to a to-do list. You can then create a full list of Tasks and mark them off as you complete them. On the other hand, a Reminder is simply a notification that you will receive via email reminding you of something you need to do. Reminders aren't compiled as a list that can be marked as complete.

 

Now that we've got that covered, let's get started!

 

 

step_by_step_white.gif

How to Create a Task

1. From the home page, click on Manage Listings or Manage Transactions to locate your file. Single-click on the address to open the file. Then, go to the tab labeled Tasks.

001.gif

2. Click on the green New Tasks button in the upper right corner.

002.gif

3. Fill out the Task details, including:

  • The title of the task (essentially, what the task is)
  • The due date/dependent due date
  • The assignee

003.gif

4. Once all of the Task details have been completed, click on Save.

004.gif

 

In your account Notification settings, you can opt to receive a daily email of a list of Tasks due for that day. Once you've completed the Task, you can go back into your property file and go to the Tasks tab. Then check the box to mark the Task as complete. 

To mark a Task as complete:

005.gif

 

How to Create a Reminder

1. From the home page, click on Manage Listings or Manage Transactions to locate your file. Single-click on the address to open the file. Then, go to the tab labeled Tasks.

005.gif001.gif

 

2. Click on the green New Tasks button in the upper right corner. Then, use the tabs at the top of the Task window to select the Reminder tab

002.gif

 

3. Fill out the Reminder details that will be included in the email, including:

  • The title of the reminder
  • The time the email will be sent/the dependent send time
  • The recipients
  • The contents of the body of the email

003.gif

 

4. Once all of the Reminder details have been completed, click on Save. The Reminder email will then be sent out on the date selected.

004.gif

 

Feel free to add as many Tasks & Reminders you need to stay on-top of your deals and get stuff done. If you'd like to create a list of Tasks you can use over and over in all of your files, click here to learn how to create a Task Template.

 

If you have any other questions about Tasks & Reminders, don't hesitate to contact our 24/7 Support Team! We are are available by phone at 916.560.1815, send an email over to support@skyslope.com or start live chat with us at support.skyslope.com! Happy SkySloping!

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk