Tasks give every deal a shared checklist. Agents create items, set optional due dates, and mark them complete as milestones land.
Creating tasks
From the Tasks tab, add a title and due date. Use buyer-facing language when clients are in the workspace: "Schedule home inspection" reads better than "Order Form 22". Due dates align with contingency deadlines and closing countdowns on the dashboard.
Visibility
All invited participants can see the task list and completion status. This replaces the "just checking in" emails that pile up the week before close. When a buyer sees three of four items checked off, they know where things stand without calling.
Assignment
Tasks can be assigned to specific participants when accountability matters — e.g., the buyer scheduling the inspection. Unassigned tasks default to the agent's workflow.