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Assign a Task to a Vendor

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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 Vendor.

 

STEP-BY-STEP

1. Type and select the vendor in the search box on the top of the screen.  

2. Once you select the vendor, click the Action button on the top right screen, and select Add Task

 

3. Enter the community name

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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