Task Statuses

With task statuses, you can quickly identify the status of your tasks to see what action you or your clients need to take next. You can view task statuses on your Client Tasks, Offer Tasks and Contract Tasks. Your tasks will be organized based on their status. Statuses include Draft, Ready to Assign or Submit, Waiting on Agent, Setup and Complete.

How do you know if your client was assigned a task?

Once you have completed drafting a task and mark it as ready the status will be updated to Ready to Assign to Client. At this point you can select the Assign button. This task's status will then be updated to Waiting on Clients and I will have the ability to send them a reminder.

Additionally I can always view my client's task list by selecting the pill at the top of the task list with their name.