Task Management
In Rezi, the best way to manage your tasks and reminders is through the Task feature on the toolbar.
To open this feature please click on the Task icon on the global toolbar at the top of the screen.
Once you have clicked this it will open the task feature in Rezi.
Once the window has opened you can view and manage your task from the list provided. On the left-hand panel, you'll be able to see my tasks, the team tasks, branch tasks and all tasks. You can click any of these options to view the tasks.
On the top right-hand side, of the window, you will be able to click 'Add Task' this will then open up a side panel.
Once opened you will be able to add a title and description. You can then add in other negotiators or teams to work on this task. If you select another negotiator or team it will appear in their list to work on.
You can then select the task type in which you can set it as phone calls or emails. You can then set the due date for this task to be completed. It will open up a calendar for you to select a date. You can also set the priority of the task from the dropdown.
To set a regarding you must click customer or property. Once clicked you can search for a person or property to assign the task to.
Once you have filled in all of the fields required you can press save on the bottom right-hand side.
To edit a task you can click into the list which will open up the task you need. Once opened you can change the details necessary and click save. You will now have the addition of an activity section which will allow you to keep track of what has gone on with this task. You can change the status of the task on the top right-hand side. There are 3 options, New, In Progress and Completed. Once a task is completed it will come off my task list and be added to the completed list.
To view the completed tasks you must first apply the filters on the list. From the filters, you can select due dates, negotiators, task type and status. You can use a varied combination of these to get the correct lists up. Once you're happy with the lists you can use the bulk actions to carry out your clean up en-mass.
The bulk actions can be found at the top of the lists and require you to select at least 1 client for it to work. You can bulk change the status of tasks from these actions.
Once you are happy with the task section you can close the feature down and return to rezi from the X at the top right-hand side of the window.
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