Tasks Guide

Accessing this page allows you to view all Tasks associated with the Property that is selected.

There are two types of Tasks in the system, User generated and System generated. User generated Tasks are created by Users of the system, System generated tasks are created automatically based on interaction with the System. The two Task types are identical in appearance in our System, however, you are unable to Edit or Delete System generated Tasks.

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Step 1: Filtering

To filter the seen Tasks between "All", "Complete", "Incomplete", "Assigned to Me", or "Not Assigned to Me"; simply click the button as shown below.

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Select the option you wish and the Tasks will filter automatically.

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Step 2: Exporting

To export Tasks, simply click the button shown below.

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You will then be directed to a page that allows you to view Tasks in a table format so you can export as shown in our Table Functionality tab of the Getting Started section of this guide.

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Step 3: Create New

To create a new Task, simply click the button shown in the image below and you will be directed to the page to enter the new Task.

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Once on the page, enter in the appropriate information and submit the Task. The User Type is the type of user that the task is for and the Assigned User

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Step 1

To view a Task, simply click the Icon.

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Step 2

With the information panel open, you can view all of the Task's data.

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Note

Clicking this button allows you to assign the Task to yourself for completion.

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Clicking this button allows you to mark the Task as "Completed".

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Clicking this button allows you to close the Task from displaying.

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Note, this is an example showing a User generated Task. System generated Tasks, which are automatically created based on interaction with the system, cannot be edited or deleted and will be missing Step 3 and Step 4 from the display panel shown when opening a Task.

Step 1: Assign

To assign the Task to yourself for completion, click the button shown below.

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Step 2: Complete

To mark the Task as "Completed", click the button shown below.

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Step 3: Edit

To "Edit" the Task, click the button shown below. Note, this option is only available for User generated Tasks. System generated Tasks, which are automatic, cannot be edited or deleted.

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When the "Edit" modal appears, enter the data you wish to alter.

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Step 4: Delete

To "Delete" the Task, click the button shown below.

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Confirm the removal of the Task.

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Step 5: Comments

In each open Task panel you have the ability to write comments to track what is happening with the Task as it is on the road to completion.

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If you have permission to delete a comment and you are the individual who wrote it, you can click the Icon to remove it.

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