How to Create Task Reminders In ExactEstate

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How To Create A Task Reminder

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

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The Task button is between Work Orders and Reminders.

Next, click on the cog icon for the task you set as a reminder.

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In the options pop-up that appears, click on "Create Reminder".

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You will now be on the create reminder page. The reminder form will be autofilled out with details from the task. Simply select a reminder date, and press "Create Reminder" to create your reminder.

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