View my Tasks / Calendar
View the Tasks assigned to you and upcoming auctions on the dashboard
Go to the Dashboard by selecting your company name on the top left
View the list of tasks on the right.
View your calendar for this week and next week on the left. This will include the list of auctions coming up.
Tasks are sorted by Date due and the person in charge of each can be seen above. Tasks can be ticked off on the dashboard and will disappear after 24 hours.
Add a Task
Keep on top of Tasks under the Dashboard.
Select the Client you wish to add a task to (Clients can be searched by name, email or phone number under the "Clients" tab)
Select "Add Task" under "Summary"
Add the task description and due date
Select the green "Add Task" button
Add a Note
Notes let you record conversations with a client so you can recall the details later and other staff can stay informed.
Select the Client you wish to add a task to (Clients can be searched by name, email or phone number under the "Clients" tab)
Select "Add Note" under "Summary"
Add your comments and notes
Select the green "Add Note" button
Update a Task
Select your company name on the top left to find the Dashboard
Select "Edit" next to the task you wish to update
Update the task information and select the green "Save Task"