Add a New Task Using the Tasks Feature

Service Providers will need to complete certain tasks for assigned Work Requests. For example, a Job may require that the Service Provider order a new part or contact tenants of the Building.

With the Tasks feature, Service Providers can create and keep track of tasks for all of the Jobs that they service. It's an easy way to stay organised and set priorities. Simply add reminders and due dates for each task.

Add a New Task

1. Sign in to the portal
2. Go to the Jobs page (Wrench Icon )

3. Select the Job

4. Click the '+' button to open Tasks



5. Enter the Item, Reminder Date, Due Date and Subscriber under Task Details

6. Click 'Add'

Service Providers will receive email notifications on the selected Reminder Date and Due Date. Any Subscribers will also be kept up-to-date on the progress of the task.

Service Providers should contact us with any further questions regarding this feature.