V.
Task & Task Checklist
This task map will cover the following:
● CREATING TASKS
● TASKS SCREEN
● TASK TEMPLATE
● CREATING A TASKS
● MANAGING TASK
This Area of the task is able to categorize the task depending on What the task is, priority and status.
Also able to focus more what to mage first
To add a task to the checklist just input in the space provided and hit the blue box with a Add sign:
You also have the ability to mark the tasks that are completed:
Create a Task:
Task can be created in the property screen
Which automatically have the property selected
While creating the task from the left side panel of the propertyme an add task button is visible
and would need to manually input the property the task is for.
Which will need to be typed and selected
And add or select the contact/person instead instead to follow up a listing:
And add a team member to mage the specific task to:
Then add the due date the task needs to be completed:
And select the status to better understand in which phase the task is upon:
And now adding the priority Level as to how important the task needs to be done:
And the important part of what the task is about a brief summary and description what needs to
be done:
And the final part to Hit save if the task is assigned to a particular person or Save & Open if
incase you are the person managing the task:
If ever you are the one managing the task this is what your screen will look like, Whereas status,
Priority the person assigned to task can be changed, labels can also be added
If in case a photo is needed for reference on the task at hand, a photo can be dragged to this
part of the screen:
If you are trying t find a task that is buried in multiple task for example you can filter by clicking
on this icon:
The right side of the task screen also always you to add the recent activity to task by clicking on
the ACTIVITY button and click on the message Icon and type the recent activity and hit save:
If you want to generate a report on the particular task you can do so by clicking on ACTION
button above task or hit COMPLETE if the task is complete, but for reference here is what a
generated report looks like:
The tasks can also be seen in the dashboard making it more visible as to how many task needs
to be done:
Task Template:
To create a template hit the TEMPLATE beside Add Task:
Then click on add template:
Here you can add the Summary and Description of the Task Template:
Once done you have the option to add a label to the template created:
Next is to build the steps to a particular process as a check list, you can add up to 50 steps to
this template:
Once done hit save, and if you ever want to go back and edit that particular template, you can
just to Task in the left side of the screen and Hit template:
Attaching a Template to a Task:
Start by creating a new task and hit on the template drop down, you will be able to see the
template you created:
Fill out all the information needed and hit Save & Open, you will be able to see that it will fill out
the information that is crucial for that specific task:
