The Tasks feature simplifies task management by allowing you to categorize and organize your to-do list. You can provide task descriptions, assign them to specific properties, and designate them as either one-time or recurring. It streamlines task management, enabling you to save or cancel changes while maintaining a tidy and organized list.
Here’s how it works in simple steps:
- There are two ways of getting to the “Task Overview” from the sidebar and then from the Quick buttons.
- Click on “Task” through the sidebar or “Create Task” through quick buttons
- You’re now in the task overview, where features such as “My Tasks,” “To be Reviewed,” “Due and Upcoming,” and “Your In-house Tasks” are available. Additionally, you have access to various filters and options, including “Add a Task”
- To add a task click on “Add a Task”
- Choose what kind of task
- Select Property: Choose the relevant property from the options.
- Task Frequency: Decide if it’s a one-time task or a recurring one.
- Select Due Date: Of the task in MM/DD/YYYY format
- Select Task Owner: Choose the person responsible for the task.
- Review By: Specify the individual who will review the task.
- Select Viewer: Pick the person designated as the viewer for the task.
- Add Description: Provide a brief written explanation or details about the task.
- Click on “Create” to confirm and add the task to your list.
- If needed, choose “Cancel” to discard changes.
- And lastly, “Add Task” to add it to your list.
