How to Create New Tasks In ExactEstate

Go Back to User Guide Home
Tasks Help

How To Create A Task

To create a task, we need to first navigate to the main task page. Click on "Tasks" found on the left-side navigation.

img
The Task button is between Work Orders and Reminders.

Next, click on "Create New" found at the top of the page near your profile.

img

Complete the form and select "Create Task". Tasks do not need to be assigned to a user to be created.

img
Contact ExactEstate for Support

Still Have Questions?

Send us a line, we would love to help you.

Contact Us!