💡 Why Tasks Matter
Let's be honest: recruiting is a long game, and your memory is not a CRM. The difference between landing an agent and losing them to a competitor usually comes down to one thing: consistent, timely follow-up. And most of us are doing this recruiting on top of an already full plate, managing current agents, running a brokerage, and somehow also trying to eat lunch.
Things fall through the cracks. That's just life. But they don't have to.
Tasks let you build a repeatable follow-up process for both the agents you are recruiting and the agents already on your team. Set a task after every conversation, and Courted will remind you when it's time to reach back out. Use recurring tasks to make sure your current agents hear from you on a regular basis, not just when something goes sideways.
The goal is a system that runs in the background so you can stay focused on the relationship part that a computer cannot automate. You handle the people part. Let Courted handle the 'wait, when was I supposed to call them again?' part.
✅ What Can You Do with Tasks?
When creating or editing a task, you can:
Set a due date
Mark it as high priority
Make it recurring (daily, weekly, monthly, etc.)
Assign it to yourself or a teammate
Add notes for additional context
➕ Creating a Task
There are three ways to create a task in Courted.
Option 1: As a Follow-Up to an Interaction (Recommended)
The best habit you can build in Courted is simple: every interaction should have a follow-up task. Every call, text, coffee chat, or email should end with a task set so nothing slips through the cracks.
Here's how:
Open an agent's profile and click Interaction
Log your notes from the conversation
Check "Create a follow up task" at the bottom of the modal
Fill in the task details: due date, priority, notes, and who it's assigned to
Click Save
This keeps everything connected. The task is linked to that agent's profile, so you always have the full context on the person you need to follow up with, not just a vague reminder floating in a list.
💡 Tip: You can also update the agent's status (e.g. "Contacted" or "Meeting Scheduled") directly from this same interaction modal. Two birds, one stone.
Option 2: Directly from an Agent Profile (Quick Task)
Don't need to log a full interaction? No problem. You can also create a task straight from the agent's profile by clicking the Task button. This is great for setting a reminder when it's not tied to a specific conversation, or when you just need to jot something down fast.
Option 3: From the Clipboard Icon (Standalone Task)
For general reminders not tied to a specific agent, click the clipboard icon in the upper-right corner of the platform. It's always visible, no matter where you are in Courted.
Click the clipboard icon
Click Create Task
Fill in the details and save
Think of this view as your daily to-do list, but one that actually has context on the individual each task is tied to.
📋 Where to See Your Tasks
The Clipboard Shortcut (Quick View)
Click the clipboard icon in the top-right corner at any time for a fast look at what's due today and what's coming up next. Great for a quick morning check-in.
The Tasks Page (Full View)
For a complete picture of everything on your plate, head to the Tasks page in the left sidebar.
From here you can:
Search and filter by due date, status, priority, assigned user, or linked agent
Set default filters so the page always opens showing what's most relevant to you
Take bulk actions on multiple tasks at once: mark complete, reschedule, reassign, or delete
See everything overdue, due today, and upcoming at a glance
🔔 Email Notifications
You'll get an email notification on the day a task is due, so even if you haven't logged into Courted that morning, your reminders will still find you.
🔁 Recurring Tasks
Some follow-ups just need to happen on a schedule, no matter what. Instead of recreating the same task over and over (and eventually forgetting to), you can set a task to recur automatically. When creating or editing a task, select the recurring option and choose your frequency: daily, weekly, monthly, etc. Once you complete it, the next one is created for you automatically. Set it and actually forget it, in a good way.
👥 Assigning Tasks to a Teammate
Tasks don't have to live only with you. When creating or editing a task, use the Assigned To field to send it to a teammate. They'll see it on their own Tasks page and clipboard view.
💡 Tip: You can tag a teammate in the notes of any task by typing @ followed by their name. They'll get an email notification so it doesn't get buried.
Tasks are part of Courted's broader work tracking system. To learn more about assigning agents, updating statuses, and logging interactions, see Work Tracking on Courted.