Tasks: the list of what you owe

Adding one

1. Open Tasks and type a title.
2. Set a due date if there is one. Leaving it blank is fine and means "sometime soon".
3. Link it to a lead or a listing so the row carries context.
4. Add a reminder time if you want a nudge, and mark it private if you need to.

There is no priority field, on purpose

You cannot set a priority. REHL works it out on every read from two facts: how the due date sits against right now, and how hot the linked lead is. Overdue beats due-today beats a hot lead beats scheduled, and a hot lead bumps whatever it is attached to up one step. The badge always renders with its reason next to it, so you never have to decode a color.

Because it is worked out fresh each time, it cannot go stale. A task that was normal this morning reads urgent this afternoon if its lead heated up.

Private is not private from your broker

Tasks are visible across the brokerage by default, because a commitment to a client has to be pickable up when you are on holiday. Marking a task private hides it from other agents. It does NOT hide it from your brokerage admin or owner, who can always see every task under their license. The screen says so at the toggle. Write accordingly.

Reminders, repeats and sub-tasks

• A reminder is separate from the due date. A task due Friday can nudge you Thursday. Reminders ring your bell and push to your phone if you have the app installed.
• Reschedule a reminder and the nudge re-arms. Save the task without touching the time and it will not buzz you twice.
• A reminder more than 24 hours stale is skipped rather than fired late. The task itself is still on your list.
• Repeats are a rule, not a calendar. Completing a recurring task creates the next one. No future copies are sitting in the table.
• A sub-task nests under its parent. If it surfaces on its own because the parent did not match your filter, the row still shows which parent it belongs to.