All Collections
Mobile App
Using EagleCRM to manage tasks
Using EagleCRM to manage tasks

Learn how to use Eagle's Mobile App to help navigate through tasks

Justin Tilley avatar
Written by Justin Tilley
Updated over a week ago

As an agent, it's possible that there may be a large number of tasks you have to do on any given day. Here at Eagle, we recognise how overwhelming this may be and so have developed our mobile app in such a way that you can seamlessly organise and manage your tasks.

Finding your Tasks

From the mobile menu bar, you can press the task option which will lead to a list of all tasks, categorized into their status, displaying the overdue tasks first. There is also a filter option on the top right which allows you to filter between which tasks belong to who.

The list of tasks will display the date and time upon which they are designated to be completed on the right of the task itself. Further clicking onto a task will display all relevant information abut that task. This will include the task itself, who it is assigned to, the due date and any contacts or properties assigned to that particular task. At the bottom of this page you have the option to mark this task as completed, or delete that task. Alternatively, you can mark the task as completed by clicking on the button "Mark as complete".

In the main task screen, the bubble on the bottom right allows you to add a new task. Here you can enter the task itself, the due date, associations, who the task belongs to and who on the account can see the task.

Once you've filled in all the details and click save, that will create the task for you.

This should show you how to better manage your tasks and as such, organise you time more efficiently.

For any further assistance with this, please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected]

Did this answer your question?