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

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 +

  • 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

  • Click Yes

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3. Navigate to other areas

  • You can now move to other areas within Reapit Agency Cloud with the task open and editable

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Info

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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From AgencyCloud

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12.117+, when creating a task

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