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 in order to complete the job at hand. The task acts as a wrapper for everything that is that job.

 

Where can tasks be added

Task can be added to:

  • Property
  • Unit
  • Tenancy

If a task has a relationship that needs changing See Re-relating a task 

How are tasks created

  1. When a tenant raises an issue
  2. Manually
  3. Automatically via events area This is linked to understanding automated events & actions

What are scheduled tasks

These are tasks that recur at a given frequency, e.g. inspection task. This article is inked to creating a recurring task

task management

 

What are task types

When creating a task it helps that there is a task type to hang the task on to. Arthur provides a set of default task types. This article is linked to understanding task types

 

What are checklist templates

Checklists are designed to be added to tasks in order that the manager can perform 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 linked to the article understanding checklists

 

What are scheduled reminders

These are repeating messages that can be sent to:

  • Tenants
  • Property owners
  • Managers

This is linked to understanding reminders

How does hierarchy 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 does hierachy 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 (green)
  2. Secondary menu – Related menu (Blue). These include task created as a result of a relationship to a 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 example below shows tenancy information and provides the same menu as found within a tenancy

 

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