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Understanding tasks

What are tasks?

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.

How are tasks created?

  • By a Property Manager – This is linked to adding a task
  • When the tenant raises an issue
  • Automatically by Arthur when a trigger occurs – This is linked to understanding automation
  • Via the Scheduler

What relationship can a task have?

  • Related to a Property
  • Related to a Unit
  • Related to a Tenancy
  • No relationship

What are scheduled tasks?

These are Tasks that recur at a given frequency, e.g. inspection task. This article is linked to understanding the scheduler

task management

 

What are Task types?

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

What are sub-tasks?

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

 

How does the hierarchy affect which tenants can see at Task?

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:

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

How does the hierarchy affect what menus are available within a Task?

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:

  1. Primary menu – Task menu
  2. Secondary relationship menu – Related menu displays the relationships menu (property, unit or tenancy)

a) Primary menu

This will give you options to update anything to do specifically with this task.

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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