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Assign a Task to a Work Order

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Assigning Tasks Overview

 

DESCRIPTION

Create tasks for yourself or other users on any homeowner, vendor, transaction or ticket. Easily see deadlines, priority and notes for all tasks assigned to you from your task list on the home page.

This guide will give you step-by-step instructions on how to assign a task to a Work Order.

 

STEP-BY-STEP

1. Click Work Orders and select Work Order Tickets 

2. From this screen you can filter to your open work orders by pressing the OPEN filter

Select your desired work order 

3. Press the Actions menu and Select Add Task

4.  In the Assigned To drop down select who will receive this task

5. Select the due date from the Calendar button 

6. Select the Priority Level

7. Enter the Subject

8. Enter your Message

9. Press Save  to finish 

 

 

 

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