Filter Tasks

To filter tasks, 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 Recruits .

5. Click one of the following tabs at the top of the page:

   • Click the Recruit Management tab to display a list of all your Market Center recruits.

   • Click the Recruiting Pipeline tab to display all recruits that are in the Pipeline. Recruit cards are organized by Phase, Stage, and the currently selected Sort pattern.

6. Search for the correct recruit. For more information, see Search Recruits.

7. Click the recruit name to view the recruit details.

8. On the Recruit Details window, click the Tasks tab.

9. Select Checklist Tasks from the drop-down. A list displays of all the checklist tasks.

10. Select the status of checklist tasks to display, To Do or Completed from the drop-down.

11. Click the filter icon .

12. On the filters fly-out menu on the right side of the page, select time frame, enter a date range, or select the assignee from the drop-down list. To remove filters, you can either remove them individually or click Clear All at the bottom of the fly-out menu to remove all of the filters.

13. Click Apply.

    The tasks are filtered and the total number of applied filters appears next to the filter icon. You can click the X to delete these filter.