Reassign Task

For a task to be reassigned, it must first be assigned to someone.

To reassign a 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 Recruits recruits-icon.

  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 either Checklist Tasks or Other Tasks from the drop-down.

  10. Select To Do from the drop-down. Only tasks in To Do status can be reassigned.

  11. Locate the appropriate task, click the More Options menu (ellipses menu-options-icon icon) and select Reassign.

  12. On the Reassign Task window, select a new assignee and click Save.

    Note

    Each task can only have one assignee.