Create and manage tasks

Learn how to create and manage tasks in Invelo

Tasks help you stay organized and on top of your follow-ups in Invelo. Whether you're managing leads, scheduling calls, or setting reminders for future actions, creating and managing tasks ensures nothing slips through the cracks. In this article, you'll learn how to create tasks, view and update them, and use them to streamline your workflow and stay focused on what matters most.

You can create a task in two locations:

Within a property or contact record
In your Inbox

Creating a task

In your property or contact record

In your Prospects, Leads, Deals, or Contacts page, open your Property or Contact record.
In the In the Activities section, go to the Tasks tab section, go to the Tasks tab
Enter your Tasks details:
- Task name
- Type of task (Choose from: Follow-up, Appointment, To-do, Call, Text, Email)
- Date and Time (deadline)
- Assigned user
- Property/Contact record
Click Save.

Note: Tasks serve as reminders only. Creating a task does not automate actions like calling, texting, or sending emails.

In your Inbox

In your Inbox page, select the Tasks tab.
In the Tasks tab, click on Add.
Enter your Tasks details:
- Task name
- Type of task (Choose from: Follow-up, Appointment, To-do, Call, Text, Email)
- Date and Time (deadline)
- Assigned user
- Contact
- Property Record
Click Save.

Managing your Tasks

You can manage your tasks in your Inbox page, in the Tasks section.
In the Tasks tab, you can filter and organize your tasks based on the following criteria:
- Deadline date
  - Overdue
  - Today
  - Tomorrow
  - This week
  - Next week
  - Last week
- Assigned user
- Types of task
  - Follow-up
  - Appointment
  - To-do
  - Call
  - Text
  - Email
- Task status
  - Open
  - Done
- Note: To view all tasks without any filters, simply clear the filters.
When you complete a task, you can mark it as done by clicking the check circle on the left side of the task.