To provide a clear and concise set of instructions for team members to effectively manage tasks within the dashboard, ensuring accountability and timely completion of assignments.
Key Steps
Accessing Tasks
Navigate to the dashboard.
Locate the task widget to view your tasks.
Alternatively, access tasks through the menu by selecting "My Tasks" for personal tasks or "All Tasks" for team tasks.
Understanding Task Status
Recognize task status indicators:
Red: Overdue
Yellow: Completed but overdue
Green: On time and completed
Creating a New Task
Click on the "Create Task" button.
Link the task to a property (if applicable).
Choose a task template or enter details manually.
Assign the task to yourself or another team member.
Set the due date and add a description or comments as needed.
Specify if the task is a recurring task or if it triggers another task upon completion.
Managing Existing Tasks
To complete a task, select the task and click the check mark.
To delete a task, select the task and click the delete option (note: this action is irreversible).
If you need to change the assignment of a task, select the task, edit the assignee, and save changes.
Tracking Task Progress
Regularly check the dashboard for overdue tasks.
Use filters to view tasks by status (e.g., in progress, completed).
Refresh the task list after making changes to see updates.
Cautionary Notes
Deleting a task is permanent; ensure that the task is no longer needed before proceeding with deletion.
Always double-check the task assignments to avoid miscommunication within the team.
Ensure due dates are set accurately to maintain accountability.
Tips for Efficiency
Utilize task templates for recurring tasks to save time on data entry.
Regularly review the dashboard at the beginning and end of your workday to stay on top of tasks.
Use comments within tasks to communicate updates or important notes to team members.
Set reminders for due dates to avoid overdue tasks.
By following these steps, team members can effectively manage their tasks, reduce errors, and enhance overall productivity.