How to reassign and edit tasks

Our task management system allows brokers and admins to edit tasks from the main task tab. You can adjust the due dates, reassign tasks, and update the content of your tasks on the go with ease.

Step one:

Head over to the task tab on the top right-hand side

Step two:

Click the pencil icon on the task you're looking at updating

Step three:

Update the task and remember to hit update!

Please note

If you do reassign a task an email can go out to the assignee. Heres a sample of the email they'll expect to receive