Link Tasks to Properties
I'd like to link Tasks to Properties. That way when I'm in Property Details I can see Tasks OR when I'm in a task I can click a link to the Property Details for quick navigation.
Comments: 7
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04 Mar, '24
Arpit Goyal SystemHighlighted comment
"setting task from inside property details" (suggested by <Hidden> on 2021-04-07), including upvotes (3) and comments (2), was merged into this suggestion. -
04 Jun, '20
Chris Adamski MergedWhen creating a new task from an SMS conversation with a seller, having a link automatically link back to the inbox conversation for quick reference. Or, create a link to the property details and have a contact/conversation history within the saved property details.
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07 Apr, '21
Michael Lewis MergedIt would be beneficial to be able to set tasks inside the property details screen. I would like to see a a link to set up tasks (if a seller is busy but says call back tomorrow at 3) like calling back tomorrow at 3 and with it in the property window you can easily copy the lead info into the task without having to change screens multiple times to get everything.
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20 Mar, '23
Arpit Goyal System Merged"Ability to attach a property to Tasks" (suggested by Neil Kirchhofer on 2022-09-28), including upvotes (1) and comments (0), was merged into this suggestion.
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04 Mar, '24
Arpit Goyal System"Create Tasks from property record" (suggested by <Hidden> on 2022-09-28), including upvotes (1) and comments (1), was merged into this suggestion.
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04 Mar, '24
Arpit Goyal System Merged"Task Creation - Property/Conversation Info" (suggested by <Hidden> on 2020-06-04), including upvotes (1) and comments (0), was merged into this suggestion.
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03 Dec, '24
MelissaIt would also be nice to see that there is task to be done the property list, like the due date. It would be nice to have a date for the follow up in your "My List"