Stages that move on their own
A job at midnight South African time walks every open task and moves it from Upcoming to Due today to Overdue, so the stage is stored, not just drawn.
Collaboration
Tasks
Every follow-up with a due date, a reminder and an owner.
Every task carries a type, a due date and time, a reminder and an assignee, and the Tasks page splits them into Upcoming, Due today, Overdue and Complete so nothing sits unseen while you juggle eight deals.
Four steps, not forty.
- 1
Open Tasks
Tasks sits in the sidebar on a desktop screen, and under More on a phone. The chips across the top are All, Due today, Overdue, Upcoming and Complete, each with a live count, and Overdue jumps to the front the moment you have one.
- 2
Write the task
Add a title and description, then pick a task type: Follow Up, Email, WhatsApp, Phone call, Appointment or Other.
- 3
Set the deadline
Give it a due date and due time, then choose a reminder. It arrives as an in-app notification at the offset you picked, plus a push where the mobile app is installed. Any contact linked to the task gets an email; you get one yourself only if you have ticked Email on that reminder row.
- 4
Assign and share
Attach the contact and property under Related to, pick an assignee, then set Who has access so their team can see it.
Built for the way South African agents actually work.
Assign it, then share it
Pick an assignee from your users, then set Who has access so the right teams and offices can see it. Assignment is per person, not per role.
Due-date reminders
Pick a reminder from 10 minutes before to 2 days before the due time. A job runs every minute and delivers it as an in-app notification, with a push on top where the mobile app is installed. Your own emailed copy stays off until you tick Email on the reminder row in your notification preferences.
About Tasks.
Are there task templates per deal stage?
No. RealtyPA has no stage-driven checklist templates. Tasks are created one at a time, each with a task type of Follow Up, Email, WhatsApp, Phone call, Appointment or Other.
Can I push a task back without losing it?
Yes. An open task's quick actions bar carries +1 day, +3 days and +1 week snooze buttons, plus Complete, and Reopen once it is done.
Do I get a daily summary email?
There is a daily appointment digest at 07:00 South African time listing each agent's appointments for that day. There is no equivalent daily task email, but per-task reminders fire at the offset you set.
Ready to try Tasks?
Start with 30 days free and 5 property reports. No card required.