Improve Tasks
The tasks is great, I love it but it could be so much better!
I have seen a few suggestions and they are great but the below with some of those combined would make it perfect.
- Having a tile on the dashboard for tasks
- Be able to create general tasks that are not linked to a property for say but to a person/user
- Automated tasks related to lease renewals, inspections, maintenance, new tenants, vacating tenants, new property etc
- Maybe a task that can be created to attach with emails to follow up on
- With the automated tasks, would be great to have a task template/work flow to make the office more paperless and to have a digital record of tasks being completed, such as a new tenant task/workflow, vacating tenant task/workflow, new business/property task/workflow, lease renewal task/workflow, re-letting a property task/workflow all customisable and unlimited amount of tasks per workflow template
- Once a task is completed, it should be archived, much like maintenance
If this could be done, it would make our worlds so much more efficient and we can see who is up to where if we are taking care of another staff members portfolio if they are sick.
8
votes
Chloe Gibson
shared this idea