Add a Task

You can add tasks related to a contact. These tasks are managed in the Task application.

To add a task, complete the following steps:

  1. From a browser, go to: https://console.command.kw.com.

  2. Log in using your Keller Williams user name and password.

  3. On the top-left corner, click Command.

  4. On the left toolbar, click Contacts contacts-icon.

  5. In the Contacts list, click the name of the contact for which you want to create a Saved Search.

  6. Click the Tasks tab, at the top right of the contact record.

  7. Click Add Task.

  8. On the New Task window, Enter the Task Name, select a Due Date (if you uncheck the All Day checkbox, you have the option to select the time of day for your due date), enter a Task description (optional), and add any hyperlinks you will need to complete the task (optional).

  9. Click Create Task.