How do I assign a To Do?

Cloze Business allows you to create and invite your Team.

To Dos can be assigned to other Team Members.

A few tips about assigning To Dos:

You can only assign To Dos to other Team Members that have joined your team.
To Dos can be related to a Project (or Deal), Person or Company.
The assigned Team Member will be prompted on their Agenda and with a notification both when they are assigned the To Do and when it comes due.
If you assigned the To Do you will also see it on your Agenda.
If you want to assign a To Do for a property, project, or deal, they need to be a member of the Deal Team for that property, project, or deal.

Compose Icon

1.) In your Cloze account, tap on the compose icon in the upper-right and then tap on Add To Do.

2.) Enter the details and timing of the To Do and tap on Assign To and select a team member.

Topic: Add a topic
Related People: Search for related People, Projects, Deals, or Properties
Date: Set a date for the reminder (If you don't want to set a date, you can select Someday)
Time: Set a time to be reminded
Type: Select the type of To Do
Assign To: Tap on a team member's name to assign the To Do
Tap on Save when you are done

3.) Tap on Save.

In this example, we created the To Do on a Thursday and set it to be due Friday.

On the team member's Agenda, they will receive an alert about the To Do for Today.

If they go to "Next 7 Days" on their Agenda, they will see the To Do, due Friday.

Assigning a Quick To Do

1.) Along the top of a Person, Company, Property, Project or Deal, tap on the Checkmark icon to create a Quick To Do.

Note: If you want to assign a To Do for a property, project, or deal, they need to be a member of the Deal Team for that property, project, or deal.

2.) Use @ and then begin typing the team member's name. (You can add the team member's name at any time in the note.)

3.) Finish typing your note and tap on the checkmark to save the To Do.

What Will My Team Member See?

Once the To Do is created, the team member will be alerted with notifications on their Cloze Agenda and the To Do appears on the timeline for the person, property, project or deal.