Uptick

How to generate routine tasks from properties once a month

Create I&T task

How to set up a service request/ad-hoc task for a property

Create a callout task

How to create a task or partial tasks from approved defects/repairs/remarks quote

Create a repair task

How to create and delete action groups and associated actions (checkbox, form, report, url) on a task

Add and remove actions on a task

Record or change Internal, Invoice, Technician and Contract Notes on the task

Add a note to a task

Best Practice for Managing Tasks

Learn about attendance fee products, business hours and callouts.

Everything about Callouts

Uliana Tokerava

Teresa Bui

Everything to do with mananging and performing tasks

Web Best Practice - Tasks

Uptick Academy

Find answers and get help from Intercom Support and Community Experts

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