Understanding tasks

What are tasks?

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.

Why create task types?

This will help the property manager and tenants in the following way:

• By creating task types property managers can filter, create automated responses and run reports based on task types
• By creating task types tenants can raise an issue against a related task type Eg Task type=Plumbing issue

To create a task type go to task types>add

1. Add name
2. If there is a checklist for this issue to help the team resolve the issue
3. Assign a manager if they are to resolve any issue with that task type
4. Share with tenants

Why create checklist templates?

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

What can tasks be added to?

Task can be added to:

• Property
• Unit
• Tenancy

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 

How does hirachy determine which tenants have access?

. Depending on where its shared 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 are tasks created?

Tasks are created:

• Manually – How to add a task and make it recur
• 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

Can tasks be scheduled to recurr?

Yes.

How does hirachy affect what you can action within a task?

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:

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

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

Workflow