What’s New

• Applied to all Agent portals with an Agent Role
• Agents can now have the privilege to add a new task for their clients without going to the Client’s Portal.
• How to add a task for your client?
  1. Go to the My Clients tab on your left sidebar, under the My Links tab.
     
  2. Select any clients you want to add a task, click the 3 dots on the upper right side, then select “Create new Task”.
     
  3. Once you click it, the Create Task Form modal will open or pop up on your window. Now you can add any task you want for your clients.
  4. Also added an option to view your client’s Google Drive link in case you want to upload all the assets to their Google Drive Space.