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Haletale Features

Last Update 14 days ago

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Create Tasks

The Create Tasks feature simplifies task management by allowing you to categorize and organize your to-do list. You can provide task descriptions, assign them to specific properties, and designate them as either one-time or recurring. It streamlines

Rick

Last Update 7 months ago

Here’s how it works in simple steps:

  1. There are two ways of getting to the “Task Overview” from the sidebar and then from the Quick buttons. 
  2. Click on “Task” through the sidebar or “Create Task” through quick buttons.

     3. To add a task click on “Add a Task”

Fill out the following: 

  • Select Task: Choose the task you want to create from the available options.
  • Select Property: Specify the property associated with this task.
  • Task Frequency: Choose how often the task should occur (e.g., One-time).
  • Select Due Date: Pick a deadline for the task (mm/dd/yyyy format).
  • Assigned to: Assign the task to a specific person or team.
  • Review By: Specify who will review the task once completed.
  • Select Viewer: Choose individuals who can view the task details.
  • Add Description: Provide a brief description or additional details about the task.

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