3. Business Planner

3. Business Planner

Never miss a follow up. Prioritize tasks. Set reminders. Keep organized.

Helping you keep organized and connected with clients is our top priority. Rest assured at night knowing that you didn't miss any important To-Do's with our simple daily, weekly and monthly calendar Task Manager to keep you focused on top priorities and organized. Every day. Review the five modules below to learn everything you need to know to simply your To-Do's now!


Course outline: 5 steps below (includes 1 video)

Estimated time to complete:  15 minutes


3-1 Business Planner Overview

Take the next minute to watch the video below and get a quick orientation on everything Task Manager.

 

3-2 Add A To-Do

Adding a To-Do in RealOffice360™ is as simple as one-click! Additionally, you can add a task from several locations within the system so let us show you how!

Add A General To-Do in Business Planner

 You can add a task directly from the Task Manager by clicking "Add Task"

You can add a task directly from the Task Manager by clicking "Add Task"

Add A Client Specific To-Do on Client Profile

 You can add a client specific task directly from the Client Profile by clicking "Add Task" under the Tasks tab

You can add a client specific task directly from the Client Profile by clicking "Add Task" under the Tasks tab

Add A Client Specific To-Do on the Business Tracker

 You can add a client specific task directly from the Deal Pipeline by clicking on the three dots and selecting "Add Task"

You can add a client specific task directly from the Deal Pipeline by clicking on the three dots and selecting "Add Task"

Customizing Your To-Do

No matter who you add a task, all tasks have the same format. For any task you need to give the task a name and a due date. The rest of the details are up to you!

  • Task Type: This is for you to categorize what type of task you are going to do. Is it a deal task? A general task? You organize your business how it makes the most sense to you!
  • Task Name: The only required field when creating a task. Go for coffee. Pick-up lockbox. Deliver listing agreement. You write it, we remember it.
  • Task Description: For those of you who want a little more room to add comments, this box is for you. 
  • Due Date: When is this task due? You get to pick a day and time!
  • Reminder Date: Do you want a reminder? If so, pick the day and time and we will send one your way.
  • Make a repeating task? See section 3-3 below.
  • Associate task with client: Do you want to link this task to a client? For example, pick-up For Sale sign from Jane. Add Jane to your task so that this task will be found under her Client Profile as well as your Task Manager!
  • Select All: If you have a task that you want to link to all your clients, like holding a Client Appreciation Party, click this button to have the task show up on all of your clients in the Client Manager!
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3-3 Add A Recurring To-Do

In business there are some things that you want to complete each week. For this we have set up recurring tasks. 

Create A Recurring To-Do

To create a recurring task, all you have to do is create a task like you would normally, and add one extra step. 

Click on the bar that says, "Make this a repeating task" and select two things:

1. How often you want the task to repeat (for example, 1 means one time per time period) and;

2. The time period of recurrance (for example, week means every week).

So to setup a single weekly recurring event you would enter "1" and "Week" as per below. 

 To add a recurring task, add the interval and time period as shown above

To add a recurring task, add the interval and time period as shown above

Upon creating your recurring task, you will be able to view those task in your Calendar view. Note that only the first four events will be shown in the Calendar but all entries are there! We just didn't want to clutter things up for you!

 Once you have entered a recurring task, you can view the multiple future task conveniently in your Calendar

Once you have entered a recurring task, you can view the multiple future task conveniently in your Calendar


3-4 Complete A To-Do

So you set a task, you did the task, now what? Mark it as complete! To do this you can complete a task in two different ways.

Complete a To-Do from the Client Profile

 To complete a task associated with a client, you can go to the Client Profile, Tasks tab, and click the "Mark as complete" button on the task. 

To complete a task associated with a client, you can go to the Client Profile, Tasks tab, and click the "Mark as complete" button on the task. 

Complete a To-Do From the Task Manager

 To complete a any task (associated with a client or not), you can go to the Task Manager, and click the "Mark as complete" button on the task.

To complete a any task (associated with a client or not), you can go to the Task Manager, and click the "Mark as complete" button on the task.

Once you complete a task, it will be removed from your Task List and marked as a logged or completed activity. See Section 3-5.


3-5 Track Your Activity

In RealOffice360™ you will always have a running log of any activity you complete in your business and enter into the system! This can be great for remembering what you did or didn't do with your clients. To track your activity simply go to one of two places, the Task Manager or your Client Profile.

Completed To-Do's on Client Profile

 To view any completed task that you has linked/assigned to a client, simply click on their Client Profile, Task Tab, then scroll down to see those completed tasks ordered chronologically.

To view any completed task that you has linked/assigned to a client, simply click on their Client Profile, Task Tab, then scroll down to see those completed tasks ordered chronologically.

Completed To-Do's on Task Manager

 To view any completed task (linked/assigned to a client or not), simply click on Task Manager, Done Tab, to see those completed tasks ordered chronologically.

To view any completed task (linked/assigned to a client or not), simply click on Task Manager, Done Tab, to see those completed tasks ordered chronologically.


Free PlanMike McAra