Tasks Feature

Within the lifespan of a work order sometimes there are certain tasks that need to be completed. For example:

• Parts need to be ordered
• Tenants need to be contacted
• etc

In order to keep track of the tasks relating to a work order, Strata Connect has a 'Tasks' Feature available on the job's page. Here you will be able to create tasks with reminders and due dates to help you keep on track.

How to use the Tasks Feature:

1. Log in to Strata Connect

2. Click on the relevant job

3. Scroll down and click the 'Plus' Sign for the 'Tasks' section

4. Add necessary details to the task: The item, reminder date, due date and Subscriber

5. Click 'Add'

From here you will receive email reminders and notifications on the days that you have allocated for the reminder date and due date, as well as keep the Subscriber you chose up to date with your progress on this tasks.

If you have any more questions regarding the 'Tasks' section, please contact us HERE