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:
Function | Description |
Edit | Modify the selected Task |
Delete | Remove the selected Task |
Export Grid to Excel | Export all Task tab data to Microsoft Excel for further analysis |
Report | Generate a Task/Note List report on screen |
Find | Search for specific text within the Task grid using the Find Text screen |
Note: Some functions may appear in the Menu but are disabled if they cannot be performed from the Tasks tab.