1. Click Tasks under Tasks on Top menu.
2. Now click Add new.
3. Fill the required Task details such as Task (description), Property, Tenant assigned to the property. You can also set Task start and due date.
4. You can choose if you want an alert reminder for the task due date. Also set how many days prior you want the alert in ‘Alert me before’ option.
– There are options available to set task status and attach file related to the task.
5. If you want this Task to be added as Transaction check this box ‘Add as a Transaction’ and add the details for the Transaction right from the add task tab. Transaction List will be updated with this transaction.
6. Click Save to add the Task.