This article is linked to understanding tasks This article looks at
- Adding individual tasks
- Adding a scheduled task
- System created task
Add an individual task
Go to Tasks>Add Tasks, Important things to think about on this screen
- Relate the task to property, unit or tenancy
- Add a task type. This is linked to understanding task types
- 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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