The Create 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:
1) There are two ways of getting to the “Task Overview” from the sidebar and then from the Quick buttons.
2) Click on “Task” through the sidebar or “Create Task” through quick buttons.
3) To add a task click on “Add a Task”
- Fill out the following:
- Choose the 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.
- And lastly, “Add Task” to add it to your list.
( Note:- If needed, choose “Cancel” to discard changes)
