The digital to-do list for real estate professionals: Organize tasks, priorities, and deadlines in one centralized hub.
Effective organization is the key to success. Maintain a complete overview with our task management features: Capture all to-dos including priorities and deadlines, provide clear instructions, and track progress at any time. With onOffice enterprise, you have access to your tasks from anywhere. Task management is far more than just a simple to-do list. Link emails, contacts, properties, projects, and processes for maximum transparency and automated workflows.
Boost productivity in your real estate business with integrated task management in your CRM.
Our digital to-do list is a must-have for organizational talents and everyone who wants to become one.
Customizable views and filters for individual work preferences.
Clear assignments, balanced workload, and better team coordination.
Link tasks with contacts, properties, appointments, emails, and projects.
Keep track of progress, priority, and assignees – with comment functionality and file upload.
Build the foundation for organized work. Our task management tool brings clarity to the daily routine of real estate agents—supporting both teams and solo practitioners.
With a transparent task overview, you maintain control over:
This is how efficient task management for real estate agents works, step by step:
Create a new task via the plus icon in your to-do list or directly from contacts, properties or projects.
Set the task title, description, timeframe, and assign the responsible owners.
Connect tasks with relevant contacts, properties, appointments, or projects for full context.
Need to delegate? Assign tasks directly to individual employees or entire teams.
Monitor the status at any time and stay informed on every project’s development.
Save comments, files, and notes directly within the task so everyone involved stays up to date.
Organize tasks, deadlines, and teamwork centrally in a single tool. Make an Appointment now & Get your Free Trial!
With the Process Manager, you can have tasks automatically created by the system and assigned to the right employees. Working with structured tasks improves the overall performance of your entire real estate office.
Working with tasks improves the overall performance of your company.
The Process Manager is a core feature in our premium editions or can be added as an upgrade to other plans:
See how our customers utilize task management in onOffice enterprise to streamline their business.
The task management feature is very convenient and makes our daily work easier. Our processes are much more integrated thanks to the tasks and projects.
Carlheinz Bartsch, CEO, Bartsch Immobilien GmbH
The integrated task management allows us to easily delegate to-dos within the team, complete with all necessary information.
Dennis Richarz, Owner, Dennis Richarz Immobilien
Tasks and reminders make it easy to manage work in a small team and to organize larger structures like the Falc network with 150 partners across Germany. This flexibility sets the software apart for Sieger & Sieger compared to other products.
Stefan Sieger, Managing Director, Sieger & Sieger Immobilien
We answer frequent questions about working with tasks in our software.
Task management in onOffice enterprise is a digital tool tool that allows real estate agents to centrally record, organize, and track tasks. To-dos are assigned priorities, deadlines, and owners to ensure clear management across the entire company. In addition, records such as properties, contacts, emails, appointments, and projects can be linked with full transparency. By using the Process Manager, various workflows and tasks can be fully automated.
Digital task planning ensures structured workflows. By assigning tasks clearly and tracking progress, real estate offices can work more efficiently and maintain a constant overview of all pending items. If an agent is at a viewing when a call comes in, colleagues at the office can quickly create and assign a “callback” task for them—including direct links to the contact and the relevant property. Thanks to our Task Management, real estate offices work more efficiently and maintain full visibility of all open tasks at all times.
Yes. An online to-do list allows agents to manage tasks anytime, from anywhere. This is especially valuable for field service, providing better planning and a clearer overview while on the go. The Task Management in onOffice enterprise goes further, allowing you to create new tasks directly from emails or assign them to your colleagues instantly. When combined with the Process Manager, you can automate entire task sequences triggered by specific events. For example, you can automate the series of steps required for property preparation. This eliminates the manual effort of creating individual tasks and ensures that nothing ever falls through the cracks.
Absolutely! You can assign tasks directly to specific employees or entire teams and track their progress in real-time. See our step-by-step guide above for details.
Of course. Task management integrates seamlessly with the onOffice App, so you always have your to-dos in view—whether you are in the office or on the road.
These features complement task management perfectly:
Automate recurring routine tasks and let the system do the heavy lifting.
Manage tasks, documents, and activities centrally within a dedicated project.
Synchronize your tasks seamlessly with other applications and devices.
Discover all the functionalities onOffice enterprise and see how they simplify your daily real estate business!
