Whether you need to follow up with a new buyer, schedule a listing appointment, or remind yourself about an upcoming deadline, AGENTVIEW Tasks help you stay organized and keep important activities on track.

You can create tasks for yourself or assign them to other AGENTVIEW users, set priorities, and schedule reminders so important responsibilities don't get overlooked.

Here's how to create your first task.

Step 1: Open My Tasks

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

2. On the Tasks page, click Add Task.

3. The Create a New Task panel will open on the right side of your screen.

You can now enter the details of your task without leaving your task list.

Step 2: Enter Your Task Details

Start by describing what needs to get done.

• Subject: Give your task a clear name, such as "Follow Up with Buyer" or "Schedule Listing Photography."

• Task Details: Add any important information or instructions needed to complete the task.

Both fields are required.

Example: If you need to follow up with a buyer about their mortgage pre-approval, you could enter:

Subject: Follow Up on Buyer Pre-Approval

Task Details: Call the buyer to check on their loan pre-approval and discuss the next steps in their home search.

Keeping your task details clear makes it easier to remember exactly what needs to happen when it's time to follow up.

Step 3: Set Your Due Date and Reminders

Next, choose when your task needs to be completed and how you'd like AGENTVIEW to remind you.

Due Date

Select the date by which the task should be completed.

For example, if you promised to call a seller on Friday, set the due date to that Friday.

Reminder Time

Choose the time of day you'd like to receive your task reminder.

Reminder Schedule

AGENTVIEW gives you several options for scheduling reminders:

• One-Time Reminder: Receive a single reminder for your task.

• Every Day: Get reminded daily until the task's due date.

• Monday–Friday: Receive reminders during the workweek.

• Weekly Reminder: Choose a specific day of the week to receive your reminder.

• Custom Reminder Days: Select the individual days you'd like AGENTVIEW to remind you.

For example, if you're preparing for an important listing appointment, you might choose daily reminders to help you stay on top of everything that needs to be completed beforehand.

Step 4: Choose a Priority and Assign the Task

Scroll down in the task panel to configure the remaining settings.

Priority

Choose how important or urgent the task is:

• Low: Activities that aren't urgent and can be completed when time allows.

• Medium: Regular follow-ups and everyday business responsibilities.

• High: Important activities that need your attention soon.

• Critical: Urgent tasks that should receive immediate attention.

Assign To

Select the AGENTVIEW user responsible for completing the task.

If you're managing your own activities, assign the task to yourself. If you work with a team, you can assign responsibilities to another available user.

For example, you might assign a team member to prepare marketing materials while you focus on meeting with clients.

Step 5: Create Your Task

Once you've entered your information:

1. Review the subject and task details.

2. Confirm your due date and reminder settings.

3. Check the priority and assigned user.

4. Click Create Task to save.

Your new task will appear in the appropriate task list based on its assignment and status.

If you decide not to create the task, click Cancel or the X in the upper-right corner to close the panel.

Making the Most of Task Reminders

Task reminders are especially useful when you're juggling multiple clients, appointments, and deadlines.

Here are a few ways you can use them in your real estate business:

• Lead Follow-Ups: Remind yourself to call a new prospect or reconnect with someone who hasn't responded.

• Buyer Activities: Schedule reminders to check on loan pre-approvals, property showings, or outstanding documents.

• Listing Preparation: Keep track of photography appointments, marketing preparation, and seller communications.

• Transaction Deadlines: Create tasks for important contract dates and upcoming responsibilities.

• Team Assignments: Delegate tasks and keep responsibilities organized when working with other agents or team members.

Quick Tip: When creating a task, choose a subject that clearly describes the action you need to take. Instead of writing "Call Client," try "Call Buyer About Saturday Showings." A specific subject makes your task list easier to manage, especially when you're handling multiple clients at once.