Internal Tasks is your team's own to-do list. Use it to assign prep work and track progress. Landlords never see these tasks.
Before you start
- Internal Tasks is on Service Pro Standard only. On Service Pro Lite you will see Module Not Found.
- Employees need the Tasks permission (under Maintenance). The company owner always has access.
1. Open Internal Tasks
Go to Maintenance → Internal Tasks. Switch between Table and Calendar view at the top. You can filter by Assigned To, Status and Priority, or use the search box.
2. Create a task
- Click Add New Task.
- Fill in the fields. All are required except Upload Media:
- Title
- Assigned To: one or more people from your company
- Due Date
- Status: Not Started, In Progress or Completed
- Priority: Low, Medium or High
- Description
- Upload Media: images only (optional)
- Click Save. You will see Task created successfully.
You don't need to mark a task as Overdue. This happens on its own when the due date passes.
3. Work on a task
Use the ⋮ menu on a task, in the table or the calendar:
- View: see the task's Overview and Files.
- Post an Update: change Assigned To, Priority, Due Date or Status, add Input Details and optional photos. This is how you record progress or mark a task complete.
- Edit: change the task. This is available while the task is Not Started, In Progress or Overdue.
- Delete: remove the task. You can also tick several rows and delete them together.
Good to know
- If you can't see Edit on a task, it is completed. Use Post an Update to change it.
- If you see red is required messages, fill in every field except Upload Media.
- If Save keeps loading and the window stays open, check your internet connection and try again.
- Tasks show on the calendar on their due date, and every update is kept on the task.
Need help?
Email us at support@digitaltenant.com, or use the Help button in the bottom-right corner of your dashboard.
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