Tasks in Command makes it easy to see what you need to get accomplished for your business. These tasks come from SmartPlans, Recruit Checklists, or could be tasks that you manually enter in the system.

Once you have created tasks or have tasks that have been generated from SmartPlans/Recruit Checklists, you will be able to do certain actions to manage these contact tasks:

1. Use the search and filters to find specific tasks
2. Complete tasks
3. Reschedule tasks
4. Add notes through a task
5. Archive tasks
6. Unarchive or delete archived tasks

To view and manage tasks in CommandMC:

Access

1. Log in to https://agent.kw.com with your KW login credentials.

2. At the top of the page, click CommandMC.

3. Click the Tasks icon, , on the left side of the page.

Tasks Search and Filters

1. At the top right of the page, you can switch between seeing My Tasks (tasks assigned to you) and All MC Tasks.

2. Use the search to search for task names in the list. This search does not look for linked associates or recruits, only the name of the task.

3. If you are looking for tasks due in a specific timeframe, use the quick filters to find what you are looking for at speed.

4. For more detailed filters, click Filter, next to the search. There are a few filters to choose from, click Apply Filters when ready.

• Due Date - select a due date timeframe.
• Repeating Tasks - choose to show only tasks that are set to repeat.
• Priority Level - select priority levels to view (High, Medium, Low, None).
• Task Type - select task types to view (Call, Text, Other).
• Linked To - choose to show tasks specific to Recruit/Associate, Recruit Checklist, and/or unlinked tasks.
• Assignee - filter by who is assigned to the tasks you want to view. This is great if you need to use bulk actions to reassign a number of tasks all at once.
• Created By - filter by who or what created the task (All, Recruit Checklist, SmartPlans, Team Member).

5. Click Clear Filters to revert back to the standard view.

Once you find the task you are looking for, there are a few actions you can take:

Mark as Complete

1. Once you have completed the task, click the checkmark icon, , to the right of the task, to mark as complete.

2. A confirmation pop-up might appear, depending on whether you are marking a regular or call/text task as complete.

• Regular Tasks - no confirmation will appear, the completed task will now appear in the "Completed" section of Tasks.
• Call/Text Tasks - the confirmation will include the form data for adding a phone call/text activity to an associate/recruit. Choose whether you want to log the call/text, select the Outcome, enter a Description of the call/text, then click Complete Task.

Reschedule Tasks

1. If you need to change the due date of a task, either click the three dots, to the right of the task, then select Reschedule, or select multiple tasks and click Reschedule at the bottom right of the page. Use the date interval, or specific date, option to set a new due date for the task.

• If you select multiple tasks for this purpose, you will have to select a specific date and time.

Add Notes Through a Task

1. If a recruit or associate is linked with a task, you will have the ability to add a note to their Recruit/Associate Record, through the tasks applet. Click the three dots, to the right of the task, then select Add Note.

2. A pop-up will appear. Enter the Note Title and Description, then click Add Note.

You can click on their name and you will see this note in the Recruit/Associate Timeline and Notes section, on the right side of the Recruit/Associate Record.

Archive Tasks

1. If you want to archive a task, click the three dots, to the right of the task, then select Archive.

2. You can also archive tasks in bulk. Check the box next to each task you want to archive. You will then see options appear at the bottom right of the page, click Archive.

Unarchive or Delete Archived Tasks

1. At the top left of the Tasks dashboard, click the Archived tab.

2. Click the three dots, to the right of the task, then select either Unarchive or Delete.

• If you choose to delete, a confirmation will appear. Click Delete.

3. You can also do this in bulk. Check the box next to each task you want to delete or unarchive. You will then see options appear at the bottom right of the page, click either Unarchive or Delete.

• If you choose to delete, a confirmation will appear. Click Delete.