1. Adding a new task
Go to Tasks > Task manager
Click on + Task
A pop-up panel will appear where details of the task can be added:
Select the address of the property this task relates to
The Reported date defaults to today's date but this can be manually updated
Set a Due date and time, if required
Enter a Task title and task description
Select the employee who will be assigned this task. Please note that this field will default to the logged-in user
To add this task to your or your colleague's calendar, expand the Add to calendar dropdown and select the required calendar
Click Submit
Once submitted, this task will appear as an item on the open tasks page.
2. Adding a sub-task
Larger tasks can be broken down into sub-tasks, allowing users to track the completion of individual steps within one task.
Go to Tasks > Task manager
Locate the required task
Click the + icon within the Sub-Task column
Set a Due date and time, if required
Enter a Task title and Task description
Set the employee to be assigned this sub-task
To add this sub-task to a calendar, expand the Add to calendar dropdown and select the required colleague's calendar
Click Submit
If a main task has sub-tasks associated with it, an arrow icon will appear on the left side of the task. Click on this icon to expand the log and view all sub-tasks associated with a main task.
3. PDF task
If users wish to have a visual copy of the task to hand, the task can be generated as a PDF document.
Go to Tasks > Task manager
Locate the required task
Click on the document icon within the Generate PDF column
A PDF copy of the task will then be created