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TASKS - ASSIGNING AND ACCEPTING - REORDERING TASK BY SETTLEMENT DATE

Posted 5 months ago by SkySlope Support

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SkySlope Support Admin

Created By Meg Szanajda-HomeStarr Realty

Requester

We utilize skyslope as an office transaction system vs agent hands on.

 

Within a templated task list we have several different admins responsibilities listed.  The box to the left of each task couldn't that be used to not only select and check off complete - very sensitive right now you can easily remove a task that you did not want to.  More like the way you utilize the box on the docs page to assign.

Also, in the same way couldn't we assign multiple tasks to player B by checking off all of those tasks and assigning as all to the same individual. 

In a team scenario, this would also be helpful.

Assigning and accepting for our lists could make entering a deal into the system go from 10 minutes to literally 30 minutes of prep time.

The daily task list is also not in the best order.  Should be first choice by settlement date of that property.

When something is entered into the system has for most things NO bearing on the priority on which it should be worked on.  In real estate the settlement date drives us. 

Have posted and emailed and had customer svc convos about these items multiple multiple times.

Would LOVE if we can implement them soon!

 

 

 

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