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This guide has been reviewed against our global client base and classed as relevant to all regions

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Available from version 12.117

When creating a task, it is now possible to navigate to other screens while the task screen is open

1. Create task

For example, on a property record:

  • From the Activity Feed, click

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  • (plus) and select Create task

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2. Start entering task detail

  • Enter task detail

  • When navigating to another screen, you will be prompted to save your task

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  • , click Yes

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3. Navigate to other areas

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  • With the task open and editable, you can now move to other areas within

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  • the system

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Tip

If opening another task window at this point, the current task will be replaced with the new task

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The new task will still be saved and can be opened again via the journal or messages and tasks screen

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Excerpt
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From

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Reapit version 12.117+, when creating a task

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it is possible to navigate to other screens while the task screen is open