Never miss a follow-up: see what鈥檚 overdue, due today and coming up in one place.
Who this is for: Brokers
Add a task or note to a lead
Open the lead and click Messaging.
In the Task/Note panel on the right, choose Task or Note.
Type the content. For a task, set a due date and time.
Click Add. It appears at the top of the Messaging tab marked To Do or Done.
Use private notes for sensitive information.
Open the Task Dashboard
Click the Task Dashboard icon at the top right of Effi, or select it from a task notification.
At the top you'll see your Top 3 oldest overdue tasks, tasks completed today and your completion trend for the week.
Work through your tasks
Choose List view (Pinned, Overdue, Due Today, Due Soon, Done) or Board view.
Use the single search to find tasks by lead name, phone, task subject or description.
Filter by assigned user, due date, priority or lead label.
From a task card you can mark it complete, change priority, edit the subject, pin it or open the lead. Snooze shows you've deferred a task without changing its due date.
Create a task from the dashboard
Click Add Task.
Enter a subject, description, assignee(s), due date and priority. Add attachments or checklist items if needed.
Select the related lead (dashboard tasks aren't linked to a lead until you choose one), then save.
Reassign tasks
To reassign one task, open it and change the owner. The new assignee may receive an email.
Admins can click Reassign All, choose the current and new owner, and confirm.
Good to know
On the Leads page, a red date on a card means an overdue task. Those leads sit at the top of their stage.
Depending on your permissions, you can view just your tasks, your team's or specific brokers'.
Need a hand?
Email [email protected] and our team will get back to you.