Tasks Tab on Home Page

📋 Tasks Tab Overview – Home Page

The Tasks tab on the Home Page displays a chronological grid of Tasks associated with a specific Contact, Property, or User. A task count is shown directly on the tab for quick reference.

🗂 Task Details Displayed

Each Task entry includes the following information:

• Due Date – The scheduled date for the Task or appointment

• Overdue – Number of days past the due date

• Since Update – Days since the Task was last modified

• Task Type – Category of the Task (e.g. Telephone Call, Registration, Appointment Follow-up)

• Priority – Indicates urgency: High, Normal, or Low

• Subject / Details – A brief summary pulled from the Task’s Body field

• Property – Displays the linked Property, if applicable

• Contact – Displays the linked Contact, if applicable

🛠 Available Actions

Two main buttons are available: New and Menu

• New – Opens the Task creation screen

• Menu (or right-click on a Task) – Opens a list of available functions:

Note: Some functions may appear in the Menu but are disabled if they cannot be performed from the Tasks tab.