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. 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;

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

 

Can tasks be set to recur?

Yes

task management

Functionality within a created task

Regardless of which way the task has been created the main options available within the task include:

  • Creation of workorders
  • Messaging
  • Documentation

 

 

 

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