How to add a task

This article is linked to understanding tasks

Add a task

Go to Tasks>Add Tasks, tick recurring tasks box and select task frequency

Important things to think about on this screen

  1. Relate task to property, unit or tenancy
  2. Re-late a task type to relate this to. For example this is an inspection task so create a task type called for example inspection. This is linked to understanding task types

 

Scroll down the page to make the task recurring. This will ensure your task recurrs

 

View all scheduled tasks

Go to scheduled task index page

 

Click to view the actual task for more information

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