How do I manage tasks on the deals page
1. To begin, navigate to the Deals Page and select a Deal.
2. Navigate to the right side of your screen where you will see a Tasks section. Below this, you will see the tenant's deal deliverables separated into three stages: Tour, Proposal, & Legal.
3. Click on one of the 3 Deliverable stages to view your tasks. To complete a task, simply click in the circle next to the task description. To uncomplete a task, click on the blue check mark next to the task description.
4. Optionally, you can Click on an unchecked task within a deal stage to make changes.
5. When editing a task, you can optimize a due date, assign it to a member of your team, attach a file, or write a description. Then click Save on the bottom right-hand corner.
6. You can also add additional tasks by clicking on the +Task button. After you have named your task, click Save. You can also rearrange your tasks by clicking and dragging any task and move it where you like.
What do the circles beside the stages represent
The specific deal stages are listed in sequential order from Tour to Revenue, with corresponding circles on the left-hand side of each line item deliverable.
Think of these circles as visual progress trackers - they represent the percentage of tasks completed for that stage of the deal. Mark these off to keep your deals moving!