Getting Started with Projects & Tasks

Incorporating a task management system encourages productivity while increasing accountability and transparency. A transparent system can also lessen an individual's cognitive load, ensuring peace of mind. Our goal is to reduce ambiguity surrounding responsibilities for families and those that support them.

• Adding Tasks & Projects
• Assigning Tasks
• Managing Projects
• Using Tasks List & Table View

 

Adding Tasks & Projects

Tasks can be added in the following ways:

• Click "+ Create"   from anywhere in the platform and select Task or Project
• Email & SMS

Assigning Tasks & Projects

Users that report tasks may not know who the assignee should be. An instance Admin or property manager will need to periodically check for unassigned tasks.

1. Open Tasks and click on the Filters button at the top 
2. Filter for "Unassigned"
   
3. Click on each task and assign them as you go
4. Assignees will be notified when they are assigned a task and the task will appear in their Queue until the task is complete

Managing Projects

• Add tasks to a project in the Tasks panel
• Associate budget items or invoices with a Project in the Budget panel