Uptick has made it easy to create tasks in a variety of ways to suit your business processes. This article will highlight how to create a task via the task list, or property.
Via the Task List
- Navigate to the Tasks list
- Click Create task
- Fill in the task with the required fields then click Save Task
Via the Property
- Navigate to the tasks tab on the property
- Click Create Task
- You have to fill out in the required information as well as any information required to be on the task.
- Task information - Name and Category
The invoice notes are NOT internal and will appear on any of the dispatches created for this task. - Details - Priority and Client
- Location - Access Schedule
- A few other important fields:
- Due- The date the task needs to be completed by.
- Primary technician- You have the option to assign the task to a particular technician.
- Round- You can allocate the task to a pre-made round.
- Property- If the task is associated with a property already logged in the system.
Note: This will automatically be filled if the task is created via the property dashboard. - Value- This is an approximate dollar value of the task to give a better gage of the expected works.
- Work order- Add any reference to a work order of which the task is based on.
- Task information - Name and Category
- Once you are satisfied that all the details have been filled in accurately select Save task.
Note: You can also create a task via the app!
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