NEW! Standardize your listing workflow with Playbooks - reusable task plans that automatically schedule activities for every listing.
Read our Help Center article to learn how to create, manage, and apply Playbooks.
What Are Tasks?
Tasks help ensure your report reflects the full scope of your work and strengthen your AI-generated summaries by adding more context and data.
Use them to document things like pre-launch efforts, MLS entry, syndication, email campaigns (with audience size), analytics reports, or any platform that isn’t directly integrated. You can include links, screenshots, attachments, and performance metrics.
Add a task
Go to Tasks
Click + Add Task
Add:
Category/type (if shown): Coming Soon, Active Listing, Open House, Pre-Launch, MLS entry, etc.
Date
Action / Task title (required)
Description (optional)
Metric label + value (optional)
Links (optional)
Attachments (optional)
Click Save
Manage tasks
Edit (pencil)
Hide (eye) (if available)
Remove/Delete (trash)