Home FAQs: General How to Find and Manage Your Tasks in Brokerkit

How to Find and Manage Your Tasks in Brokerkit

Last updated on Apr 16, 2026

Summary

This article provides guidance on how to find your tasks within the Brokerkit platform.

Finding Your Tasks

To locate just your tasks in Brokerkit, follow these steps:

  1. Navigate to the Task Section:

    • Ensure you are in the Task section located on the left side of the screen.

  2. Filter Your Tasks:

    • At the bottom of the task page, use the filter settings to display tasks. You can choose to show:
      • All tasks
      • Tasks assigned to you
      • Tasks assigned to you + Unassigned
    • Make sure your filter is set to "just yours" to view only your assigned tasks.

  3. Check Task Tabs:

    • Look at the top of the task page where there are tabs for tasks due today and tasks due later. Ensure you are checking the correct tab for the tasks you need.

  4. Utilize Search Options:

    • If you are looking for specific tasks, you can use the general search or advanced search options. These allow you to find tasks by:
      • Status
      • Priority
      • Category
      • Owner
      • Specific date ranges (start and end dates)

Conclusion

By following these steps, you can efficiently find and manage your tasks within the Brokerkit platform. If you have any further questions or need assistance, feel free to reach out for support.

Where to See Your Overdue Tasks

Overdue tasks — tasks with a due date in the past that haven't been completed — appear at the top of the task list automatically. Here's how to find them:

  1. Go to the Task section in the left-side menu.
  2. Look at the Due Today tab — overdue tasks appear alongside today's tasks, sorted oldest-first, with a red "Overdue" indicator.
  3. Alternatively, use the Advanced Search filter on Due Date and set the end date to yesterday.

Tasks Due Today vs. Due Later

The Task section has two primary tabs at the top:

  • Due Today — tasks with a due date of today (or earlier if overdue).
  • Due Later — tasks with a future due date, grouped by upcoming days/weeks.

Switching between these tabs lets you plan your day (Today) or look ahead at your pipeline (Later).

Assigning a Task to Another Team Member

You can create a task on behalf of a teammate or reassign an existing task:

Assign when creating a task

  1. Open the contact's profile.
  2. Click Add Task (or the follow-up button in an email/text composer).
  3. In the task form, find the Assigned To (or Owner) dropdown.
  4. Select the team member you want the task assigned to.
  5. Save. The task appears on their Task page.

Reassign an existing task

  1. Open the task (from your Task list or the contact profile).
  2. Click Edit or the pencil icon.
  3. Change the Assigned To field to a different team member.
  4. Save.

The new assignee will see the task in their Due Today / Due Later tab, and the prior owner will no longer see it on their list.

See Also