Task List

Tasks list

Tasks lists allows you to keep track of all tasks within the branch. By default, the logged in user will be shown in the dropdown list and all outstanding tasks will be shown. These tasks will show:

Dropdown list             will show all teams that the user is a member of, all staff within the branch

For                               the user who has been assigned the task

Created by                  the user who created the task

Date                            the date that the task is to be completed by

Subject                        the subject of the task (by holding the mouse over, will display the description – only if one has been entered)

Reference                   if a task has been created against a property, the reference will be displayed

Property Address        if a task has been created against a property, the address will be displayed

Contact                       if a task has been created against a contact, the contact name will be displayed

By clicking on:

Date / Subject                                     opens the task in the Diary

Reference / Property Address            opens the property in a new tab

Contact                                               opens the contact details in a new tab

Create a task

Allows you to create a task – this will NOT be associated with either a property or a contact

Simply click on the righthand side on the “Create a task”, you will then see the Diary to then allow you to create the task. See below for detailed information.

Create a task – Property

Tasks can be created from Property List (saving you having to open a property to edit)

Click Edit on the righthand side to open the dropdown menu options and choose Create a task

Tasks can be created from within a Property

Click More actions and then click Create a task

See below for detailed information.

Create a task – Contact

Tasks can be created from Landlord, Tenant, Contact List (saves opening a contact to edit)

Click Edit on the righthand side to open the dropdown menu options and choose Create a task

Tasks can be created from within a Contact

Click More actions and then click Create a task

See below for detailed information.

Creating a task

Once you create a task (regardless of where from within Standout) you will be presented with the Diary. Choose the day that you require the task to be completed by (or double click today and then change the “Target” date

Subject                        a quick description of the task

Branch                         if you wish to assign this task to another branch/staff member

For                               who is the task for (if not yourself)

Target Date                 when is this task to be completed by

Reminder                    if you wish to set a reminder

Notes                          a detailed description of the task

Editing a task

There are two methods of editing a task.

From the Tasks lists

From the Diary

You can edit the details from this screen, if the task is assigned to a property or contact, you can click the “View” button to see those details in a new tab

Competing a task

There are two methods of completing a task.

You can simply click “Complete task” and this will mark the task as completed, it will then be removed from this list (but still visible in the diary).

By clicking the Complete tick box and then the Save button will complete this task.