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Tasks - Agency

Tasks are an essential tool for keeping affiliated service team members, brokers, and agencies up to date on assignments. Once created and assigned, tasks are automatically added to your Tasks Queue and will appear in the assigned user’s Homepage panel until complete. Queued tasks display its status so that you can keep track of its progress and know when completed. Task status and types of tasks are customizable in the “Settings” area of the feature.


Choose a Tasks related items to learn more:


View a list of your tasks and update their status

Task types and status settings


Or jump to one of this feature’s FAQs:


How do I add and assign a new Task?

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