The Wise Agent's Task List offers powerful features to help you manage your tasks efficiently. By combining essential to-do list functions like setting due dates and assigning tasks with advanced options such as email and text reminders, the Task List ensures you stay organized and manage everything in one central location, guaranteeing timely completion of all responsibilities.
Written by Ashley
Updated on July 2, 2024
Adding a New Task From The Task List
From the sidebar, select Dashboard ➜ Task List.
Once on your Task List, click on the green Add button.
Enter your task details, then click Save.
Adding a New Task From The Contact Summary Page
From the sidebar, select Contacts ➜ Contact List.
Select the contact you wish to add a new task for, opening up their Contact Summary Page.
Click on the Task List icon beneath their contact information.
