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Tasks


The task system allows you to create a task by creating a note first, each and every note that you input within TracFax you can create a task for.  You can create a task by inserting a note under a property or by inserting it under an inspection. 

To get an overview of the TracFax task system.  Select -->the icon located on the top of the page by your company logo.  To get more information about the task that has been created you can select the title of the task. (See video for details). 

To add a task under a property--> Select the property that you would like to create a task for.  Add a note, double click to view the note and enter in the following information:

Description: Enter a Description of your task
Checklist Items- Add To Do Checklist Items
Attachments- Attach any files that you wish
Comments- Make comments if needed
Status- Select status to, (Not Started, Planning, In Progress, Awaiting Feedback or Mark it as Complete)
Start & End Date- Enter information
Priority Date- Select status to, (Low, Medium, High, or Urgent)
Tags- Assign tags for the task
Assignees- Assign the task to members of your team 
Followers- Assign followers, to follow the task

To add a task under an inspection--> Select the property that you would like to create a task for.  Select--> "Inspections." Select the icon that you would like to create a task for, double click and enter the same information as above.

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