Just ask Ava in chat! This is the fastest way to create tasks.
Sample prompts
"Create a task to order the home warranty, due next Friday"
"Add a task for me to follow up with the lender about the appraisal"
"Make a task to send closing documents to the buyer, assign it to Sarah"
Ava will create the task with the details you provide, including due dates and assignees.
Manual method
Go to the Tasks tab
Click 'Add Task' or '+'
Fill in title, description, due date, and assignee
Save