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:

  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
    • 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”
  3. 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.

Update Request Type

To Update request type means making changes specifically related to the room, more than one room, or the entire house. In the Dashboard click on

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Update Moveout

To Update Moveout instructions follow these steps:-  In the Dashboard click on the left sidebar Within the left side bar click on “Guest Applications” 3. Select

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Generate Invoice

In the Dashboard click on the left sidebar Within the left side bar click on “Guest Applications” 3. Select the particular property you want to

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Disapproving a Renter

To Disapproving a Renter follow these steps:-  In the Dashboard click on the left sidebar Within the left side bar click on “Guest Applications” 3. Select

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Approving a Renter

To Approve a Renter, follow these steps: 1) In Dashboard Overview click the left side bar to view Guest Applications for the property you want

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