What are User Tasks and How to Create Them

 

2. Click the Template dropdown selector to choose a task template, if initiated the template will populate. Otherwise as a default the selection None will be applied. 

• Enter task name, click to select a property, click due date field for the calendar pop-up to select a date, subsequently click the time field and click the slider to input a time for the task to be completed. 
• Assign to a staff member, flag the priority level. 

Note: On the right hand-side, click Comments to add notes, click Comments once completed. You can edit, pin or delete any comments inputted by clicking the 3 Action Dots as shown above.  
Finally, you can upload documents through the How To and Documents tabs.

 

3. Click into the Templates tab to customise your own task template(s), click the 3 Action Dots, select New.

Note: To the right of each individual template name click the 3 Action Dots to Delete existing templates as shown above.

 

4. Complete the relevant text fields to complete your new template, you can add subtasks by clicking as such (both when creating new templates as well as assigning a task using an existing template).

• Click How To for task description and click Documents to upload documents, Click Save once completed.

 

5. Click the Task icon on your account dashboard to view tasks assigned, click on each task to access, and action accordingly.