Task are created because their is a job to do. The task will enable the manager to carry out all that is required inorder to complete the job at hand. The task acts as a wrapper for eveything that is that job.
This will help the property manager and tenants in the following way:
To create a task type go to task types>add
Checklists are designed to be added to tasks inorder that the manager can perfom the role whilst being aided by a checklist embedded within the task. Checklists can be added manually or automatically on creation of a task. This is available for professional and enterpise users only
Task can be added to:
If a task has a rlationship that needs changing then this is something you can do. This is something common in HMO management. See Re-relating a task
. Depending on where its shared will determine which tenants see what:
Tasks are created:
Depending at 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:
See example of a tenancy related task
a) Primary menu
This will give you options to update anything to do specifically with this task.
b) Secondary menu
This secondary menu mean 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 function related to a tenancy can be created from within the task. The xample below shows tenancy information and provides the same menu as found within a tenancy
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