A Task is created because there is something to do. The Task will enable the manager to carry out all that is required in order to complete the job at hand. The Task acts as a wrapper for everything that is required to complete the job.
These are Tasks that recur at a given frequency, e.g. inspection task. This article is linked to understanding the scheduler
When creating a Task, it helps if there is a task type to assign the task to. Arthur provides a set of default Task types, however on Professional and Enterprise packages you can define your own. This article is linked to understanding task types
Sub-tasks are designed to be added to Tasks so the manager can track all steps that need to be taken in order to complete the Task. Checklists can be added manually or automatically on creation of a task.
This is linked to the article understanding sub-tasks
In order for any tenant to be able to see a Task, the Task must be ‘Shared with Tenants’. Depending on what the Task is related to will determine which tenants see what:
Depending on which level a task is raised, Property, Unit or Tenancy will determine what functions are available to you. There are two menu options available within the task:
a) Primary menu
b) Secondary relationship menu
This secondary relationship menu means you can carry out many functions without leaving the task. These are to do with whatever the task is related to – e.g. the property, unit, tenancy etc.
In the example below the task is related to the tenancy and many functions related to a tenancy can be created from within the task. The example below shows tenancy information and provides the same menu as found within a tenancy
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