How to Use the Tasks Page in REsimpli
Step 1: Open the Tasks Page
Go to Activities on the left-side menu, then select Tasks.
Step 2: View Tasks and Appointments
The Tasks page displays:
Upcoming Appointments
Pending Tasks
Completed Tasks
Step 3: Filter Tasks by Time
Choose whether to view:
Today’s Tasks
All Tasks
Step 4: Use Task Filters
Click Filter to narrow down tasks by:
Task Name
Property Address
Task Type
Property Type
Priority
Assigned User
Task Due Status
Step 5: Filter by Due Status
View tasks based on:
Past Due
Due Today
Due Later
Step 6: Apply the Filter
Click Apply Filter to display the filtered task results.
Step 7: Contact Support if Needed
Reach out to REsimpli support if you need help managing tasks or appointments.