| WARNING! You must comply with the Telephone Consumer Protection Act (TCPA) and any other federal, state or local laws, including for B2B (business-to-business) calls and texts. Never call or text a number on any Do Not Call list, and do not use an autodialer or artificial voice or prerecorded messages without proper consent. For more information about the TCPA and DNC laws, visit https://www.kwconnect.com/page/industry-resource/dnc. Contact your attorney to ensure your compliance. |
Tasks in Command makes it easy to see what you need to get accomplished for your business. These tasks come from SmartPlans, Opportunity checklists, or could be tasks that you manually enter in the system. Once you have created tasks or have tasks that have been generated from SmartPlans/Opportunities, you will be able to do certain actions to manage these contact tasks:
- Use the search and filters to find specific tasks
- Complete tasks
- Reschedule tasks
- Add notes to a contact through a task
- Archive tasks
- Unarchive or Delete Archived Tasks
To view and manage tasks in Command:
Access
1. Log in to https://agent.kw.com with your Keller Williams login credentials.
2. Click the Tasks icon, , on the left sidebar.
Tasks Search and Filters
1. Use the search to search for task names in the list. This search does not look for associated contacts/Opportunities, only the name of the task.
2. If you are looking for tasks due in a specific timeframe, use the quick filters to find what you are looking for at speed.
3. For more detailed filters, click Filter, next to the search. There are a few filters to choose from, click Apply Filters when ready.
- Due Date - select a due date timeframe.
- Priority Level - select priority levels to view (High, Medium, Low, None).
- Task Type - select task types to view (Call, Text, Other).
- Linked To - choose to show tasks specific to contacts, Opportunities, and/or unlinked tasks.
- Created By - filter by who or what created the task (All, Me, Opportunities, SmartPlans).
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Call and Text Tasks Next to the task name, call tasks are indicated with a phone icon, |
4. Click Clear Filters to revert back to the standard view.
Once you find the task you are looking for, there are a few actions you can take:
Mark as Complete
1. Once you have completed the task, click the checkmark icon, , to the right of the task, to mark as complete.
2. A confirmation pop-up might appear, depending on whether you are marking a regular or call/text task as complete.
- Regular Tasks - no confirmation will appear, the completed task will now appear in the "Completed" section of Tasks.
- Call/Text Tasks - the confirmation will include the form data for adding a phone call/text activity to a contact. Choose whether you want to log the call/text, select the Outcome, enter a Description of the call/text, then click Complete Task.
Reschedule a Task
1. If you need to change the due date of a task, either click the three dots, to the right of the task, then select Reschedule, or select multiple tasks and click Reschedule at the bottom right of the page.
2. Use the date interval, or specific date, option to set a new due date for the task.
- If you select multiple tasks for this purpose, you will have to select a specific date and time.
3. Click Reschedule.
Add Notes to a Contact Through a Task
1. If a contact is associated with a task, you will have the ability to add a note to that contact's Contact Record, through the tasks applet. Click the three dots, to the right of the task, then select Add Note.
2. A pop-up will appear. Enter the Note Title and Description, then click Add Note.
If you go to Contacts and find this specific contact, you will see this note in the Contact Timeline and Notes section, on the right side of the Contact Record.
Archive Tasks
1. If you want to archive a task, click the three dots, to the right of the task, then select Archive.
2. You can also archive tasks in bulk. Check the box next to each task you want to archive. You will then see options appear at the bottom right of the page, click Archive.
Unarchive or Delete Archived Tasks
1. At the top left of the Tasks dashboard, click the Archived tab.
2. Click the three dots, to the right of the task, then select either Unarchive or Delete.
- If you choose to delete, a confirmation will appear. Click Delete.
3. You can also do this in bulk. Check the box next to each task you want to delete or unarchive. You will then see options appear at the bottom right of the page, click either Unarchive or Delete.
- If you choose to delete, a confirmation will appear. Click Delete.