How to add a manual task, scheduled task and automated task

Modified on Wed, 20 Mar 2024 at 08:51 AM

This article is linked to understanding tasks This article looks at

  1. Adding individual tasks
  2. Adding a scheduled task
  3. System created task


Add an individual task

Go to Tasks>Add Tasks,  Important things to think about on this screen

  1. Relate the task to property, unit or tenancy
  2. Add a task type. This is linked to understanding task types
  3. Add a checklist if required. This is linked to understanding checklists


    

How to schedule a workorder

Only available on Professional & Enterprise. This is available from the understanding the scheduler


How to add a system task

This can be found through understanding automation                

   

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