Understanding tasks

Where can tasks be added to?

Task can be added to:

• Property
• Unit
• Tenancy

Who can view tasks?

Tasks can be shared with tenants only. Depending on where its shared from will determine which tenancies see what;

• Property level – Shared with all occupants in the building
• Unit level- shared with current occupants of the unit
• Tenancy level – shared with tenants on that tenancy

How are tasks created?

Tasks are created;

• Manually – Adding a manual tasks
• As a result of a tenant raising an issue on the app –tenant raising issues
• Automatically as a result of an event triggering the creation of a task – Understanding automated events and actions

Before adding tasks you should think about creating task types. This will help in reports and filtering

Can tasks be set to recur?

Yes. This linked to adding tasks

Functionality within a created task

Regardless of which way the task has been created their are two Menu area options available within the task include:

Menu related to the actual task

Menu related to the related area of property, unit and tenancy. This secondary menu mean you can carry out many functions without leaving the task.

In the example below the task is related to the tenancy and many function related to a tenancy can be created from within the task

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