Need to reschedule a client follow-up, change an upcoming deadline, or assign a task to someone else?

AGENTVIEW makes it easy to update your existing tasks so you can stay organized as your real estate business changes.

You can adjust task details, due dates, reminders, priorities, and assignments without having to create a new task.

Step 1: Open Your Tasks

1. From the left navigation menu, click My Tasks.

2. You'll see your current tasks, including activities that still need to be completed.

3. Use the Search Tasks feature or sorting options to find the task you'd like to update.

For example, if a buyer reschedules an appointment, you can quickly locate the task associated with that follow-up.

Step 2: Open the Task Details

1. Find the task you want to update.

2. Click the Pencil icon on the right side of the task card.

3. The Task Details window will open, displaying the information you've already saved.

From here, you can make changes without creating a new task.

Step 3: Update Your Task Information

Depending on what you need to change, you can update several settings:

• Task Subject: Change the name of the task to better describe what needs to be done.

• Task Details: Add or update instructions, notes, or important information.

• Due Date: Change when the task needs to be completed.

• Reminder Time: Adjust the time you'd like to receive a reminder.

• Reminder Schedule: Change how frequently AGENTVIEW reminds you, including one-time, daily, weekday, weekly, or custom reminders.

• Task Priority: Adjust the importance of the task by selecting Low, Medium, High, or Critical.

• Assigned User: Reassign the task to another available AGENTVIEW user when needed.

Example: Let's say you have a task to follow up with a seller on Tuesday, but they ask you to call on Thursday instead.

Simply open the task, change the due date to Thursday, adjust the reminder if needed, and save your changes.

Step 4: Save Your Changes

Once you've updated the task:

1. Review the information to make sure everything is correct.

2. Click Update Task to save your changes.

Your task will now reflect the updated information in AGENTVIEW.

Step 5: Mark a Task as Completed

When you've finished an activity, you can mark it as complete to keep your task list organized.

1. Return to My Tasks.

2. Locate the task you've finished.

3. Click Complete on the task card.

The task will move out of your active task list and remain available under the Completed tab.

This makes it easier to focus on activities that still need your attention while keeping a record of what you've accomplished.

Staying Organized with Your Tasks

As appointments change and new priorities come up, keeping your tasks updated helps you stay on top of your responsibilities.

Quick Tip: Review your active tasks at the beginning of each workday. Update any deadlines that have changed, complete finished activities, and prioritize important follow-ups so you can focus on what matters most.