Add a New Task Using the Tasks Feature

Building Managers will need to complete certain tasks when managing assigned Work Requests. For example, they may need to call a Service Provider to discuss new information for a Job or schedule a meeting with Building Contacts.

With the Tasks feature, Building Managers can create and keep track of tasks for all of the Jobs that they work on. 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. Go to the Jobs page (Wrench Icon  )

2. Select the Job

3. Scroll down the Work Summary page to Tasks

4. Click the '+' button to open Tasks

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



6. Click 'Add'

Building Managers 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.

For more information, please see Notify Service Providers of an Updated Request.

Building Managers should contact us with any further questions regarding this process.