Tasks Module – Overview

Tasks Module – Filters

Tasks Module – Actions

How To Review Tasks Pending Admin Review

  This video will show you how to complete tasks on the Admin side. The first step you are going to want to do is click on Menu then go to Tasks. Once you are there, you are going to see all the Transaction tasks that are due for all your transactions in the entire brokerage. You...

Co-Agent/Team Member Can Now View All Tasks Related To The Transaction

  A new feature has been added to RealtyBackOffice in the Transactions module inside of a transaction file where a Co-Agent/Team Member can now view all the tasks related to the transaction. If an agent wants to take advantage of this new feature, the Agent should click on the transaction file and go to the...

Auto Delete Transaction Tasks

  There are instances when you need to delete transaction tasks that are not mandatory, and you want to delete those tasks automatically. For example, when the transaction status goes from active to pending, or from pending to cancel, etc.  If you cancel a transaction, you might need to delete some tasks automatically. These would...