We love that you are wanting to get even more organized and ambitious with your video strategy by creating and keeping track of various tasks for your team. Your manager has the ability to assign tasks to you and you have the ability to create your own custom tasks. We are here to help you learn how to create tasks within your Realync account.
On Web 💻
On Web 💻
1) On your dashboard you should see two sections: Outstanding Recommendations and Current Tasks.
To create a task from your recommendation section, simply click on the "Create Task" located to the right of the recommendation.
To create a task from scratch, click on the "Create Task" button towards your screen's top right-hand corner.
2) There are six different types of tasks you have the option of creating. Each task selected gives you the ability to add a title, description, and due date.
💡 Tip:
If you are a corp/manager user, you will be able to see which properties have not completed the task. Feel free to utilize comments to communicate with your team and manager(s) on the task itself!
On the App 📱
On the App 📱
1) Head to your dashboard. Now you should see recommendations, everything Realync recommends based on your account's activity.
To create a task from your recommendation section, simply click on the "Create Task" button, and the task will be created for you and moved over to your tasks tab.
To create a task from scratch, switch over to "Tasks" and click on the "Create Task" button at the top right-hand corner.
*Please note that to edit a task you select the three dots located on the right side of your desired task!
2) There are six different types of tasks you have the option of creating. Each task selected gives you the ability to add a title, description, and due date. Be sure to include all relevant details when creating your custom task.
If you are a corp/manager user, you will be able to see which properties have not completed the task!
BOOM. Task=created. Life=more organized! 😄
Did you know that you can control your task notifications when you assign tasks to your team? 🔔
Here are the different notifications you get when assigned a task:
You'll receive a notification when a task is created for you by your manager.
You'll receive a notification when a comment is left on a task.
You'll receive a Task Summary at the end of each day.
Ready to record some videos? Check out our best practices!
