The main difference between tasks and messages is that messages are always due now – tasks can be set in advance of action being required (so they act more like reminders).

Messages are sent either by right clicking in a record and selecting 'Quick Message', or by clicking into the message icon at the top of Expert Agent:

You will read new messages by clicking on the message symbol also.

If you have a new task, it will be visible via the tasks pod on the homepage or on the tasks grid. For more information on these see the How do I work with tasks? FAQ.

There are 2 ways in which you can display tasks in Expert Agent.

Homepage

Ensure you have the 'Tasks' pod enabled on your homepage.  To do this go to Tools> My Profile> Configure Homepage> Tick the tasks pod.

Tasks Grid

If you would like to view and manage your tasks more effectively access the tasks grid via Tools> Tasks

Using the tasks option within Expert Agent is a good way to ensure all jobs and tasks are being actioned correctly and efficiently. 

Firstly, you will need to ensure you have the tasks pod displaying on your homepage.  To do this hover over Tools in the top menu, select 'My Profile' and click on 'Configure Homepage':

Ensure the tasks pod is ticked and click on the save icon.

You can create tasks from the events tab in a property, applicant, viewing, offer, landlord, or tenancy record. You are able to set a task from most records simply by ticking the 'Set as Task' tickbox and setting who the task is for:

You are also able to manage tasks from the Tasks grid, accessed by hovering over 'Tools' in the top menu and selecting 'Tasks':