Understanding tasks

This article looks at

1. What are tasks
2. How are tasks created
3. Where do tasks reside
4. Can tasks be scheduled
5. What are task types
6. What are checklist templates
7. What are scheduled reminders
8. How does hierarchy determine which tenants have access
9. How does hierarchy affect the menus available within a task

1. What are tasks

The task is created because there 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.

2. How are tasks created

• Manually- This is linked to adding a manual task
• Automatically – This is linked to understanding automated events & actions

3. Where do tasks reside

• Property
• Unit
• Tenancy

4. What are the scheduled tasks

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

5. 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

6. 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

7. What are scheduled reminders

These are repeating messages that can be sent to:

• Tenants
• Property owners
• Managers

This is linked to understanding reminders

8. How does the hierarchy determine which tenants have access

Depending on where it’s 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

9. How does 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