While working with Tasks and Reminders, currently there is no way to click on the Property's name and be taken to that Property's page. What I'm looking for is to make the Tasks and Reminders more seamless. If the name of the property were to be linked in each task/reminder, it would cut down in time spent have to go back to the make desktop and then look through all the pending deals or searching for the deal to find, let just say, a contact email for message that needs to go out.
So... for example. I have a task of checking in with the lender to see if file was submitted to the underwriter and ensure no other documentation is needed. If the properties were linked, I could simply just click the property name in the task and be taken right to the properties page. Right now, I have to click to go back to our dashboard, then click on our pending files, then find the property name and click it.
Having the property linked would just cut out some time and extra click that shouldn't be necessary.
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S
SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Hi Jaime,
I understand your request and appreciate you taking the time to provide us with your feedback. I recognize how this might simplify this process for you, and save some time! We'll continue to monitor this post for likes and upvotes.
Created By Jaime Cook
RequesterWhile working with Tasks and Reminders, currently there is no way to click on the Property's name and be taken to that Property's page. What I'm looking for is to make the Tasks and Reminders more seamless. If the name of the property were to be linked in each task/reminder, it would cut down in time spent have to go back to the make desktop and then look through all the pending deals or searching for the deal to find, let just say, a contact email for message that needs to go out.
So... for example. I have a task of checking in with the lender to see if file was submitted to the underwriter and ensure no other documentation is needed. If the properties were linked, I could simply just click the property name in the task and be taken right to the properties page. Right now, I have to click to go back to our dashboard, then click on our pending files, then find the property name and click it.
Having the property linked would just cut out some time and extra click that shouldn't be necessary.
0 Votes
1 Comments
SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentHi Jaime,
I understand your request and appreciate you taking the time to provide us with your feedback. I recognize how this might simplify this process for you, and save some time! We'll continue to monitor this post for likes and upvotes.
Thank you - and have a great day!
Kasey, Product Operations
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