Add Task

Rick

Last Update 6 months ago

The Create Task feature simplifies task management by allowing you to categorize, assign, and organize your to-do list.

You can access Task Overview either from the left sidebar (Task) or from Quick Buttons (Create Task).

To add a task click on “Add a Task”

Fill out the following: 

  • Select Task: Choose the task you want to create from the available options.
  • Select Property: Specify the property associated with this task.
  • Task Frequency: Choose how often the task should occur (e.g., One-time).
  • Select Due Date: Pick a deadline for the task (mm/dd/yyyy format).
  • Assigned to: Assign the task to a specific person or team.
  • Review By: Specify who will review the task once completed.
  • Select Viewer: Choose individuals who can view the task details.
  • Add Description: Provide a brief description or additional details about the task.
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