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Created By Kelly Garcia
RequesterOnce an agent or admin opens a task to view it, to go to the property associated with the task, you have to accept the task and then go back to the home page and then to the property or transaction....very tedius! IF there was a button link inside the task, the agent or broker or admin could go directly to the property etc..
0 Votes
3 Comments
SkySlope Support posted about 1 month ago Admin
Created By Kristina Finlayson
RequesterGotcha, that makes total sense!
You want a way to quickly navigate to where you can complete that task, rather than going home and then into the file after already having closed the task.
Thanks again for the suggestion. I have provided this info to our product manager, Yousef!
Please don't hesitate to reach out for any other questions or suggestions,
Kris
UX Lead
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Kelly Garcia
RequesterHi Kris!
So that the agents can go to their task, accept it and then have a link right after they accept it to go straight to the property file instead of having to go back to the home page, then go to the listing or transaction page and then go to the property and do the task. For instance our broker has a task to review the files about 3 days after a property goes under contract. He utilizes the big "Task & Reminder" button on the home page and then views "Task assigned to me" He has to click the task and accept it. Then to go to the file he has to leave that page, go to his home page and go find the transaction etc.. If there were a link that pops up once the agent accepts the task, to go to the file directly, that would be nice. Make sense? Then he can go the Task tab inside the file to mark the task done. See pics below. Just a thought. As a broker his task are a bit different than admin task even though he is an admin too etc...Hope that makes sense?
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Kristina Finlayson
RequesterHi there!
Kris here from the SkySlope UX Team. I love where you're going with this request - thanks for sharing!
Few follow-up questions for you:
Thanks and I look forward to hearing back from you,
Kris
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