Edit a Custom Task

To edit a custom task, complete the following steps:

Note

CommandMC is available only to certain KW roles.

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 CommandMC.

4. On the left toolbar, click Associates .

5. Search for the correct associate. For more information, see Search Associates.

6. Click the associate name to view the associate details.

7. On the Associate Details window, click the Tasks tab.

8. Click Other Tasks from the drop-down. A list displays of all the custom tasks.

9. Click To Do. Only tasks in this status can be edited.

10. Locate the appropriate task, click the More Options menu (ellipses icon) and select Edit.

11. On the Edit Task window, update the information as necessary.

    Note

    Because each task is tied to a specific associate, you cannot change the associate name. Instead, delete the task and create a new task for the new associate.

12. Click Edit Task.