Managing Tasks
View your tasks
Section titled “View your tasks”View tasks assigned to you and tasks assigned** by you**.
- Go to Tasks > My Tasks.
From here, you can:
View an overview of your tasks for the day.
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Use the filter and sort options on the right side of the page to customize your view.
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Check overdue and scheduled tasks for better task management.
View the Task Schedule for the Entire Team
Section titled “View the Task Schedule for the Entire Team”To get an in-depth view of tasks across your team go to Tasks > Schedule.
Here’s what you can view:
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ALL Tasks: See all created tasks based on the selected date range in the filter. Sort tasks by dates for easier tracking.
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Overdue: View all tasks that are still OPEN or PENDING past their due date.
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Scheduled: Check all tasks that have been scheduled.
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By User: View tasks assigned to each user based on the selected date range and status in the filter.
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By Property: See tasks grouped by property based on the selected date range and status in the filter.
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By Month: Access a calendar view of tasks filtered by date and status for a quick overview of monthly scheduling.