Overview
Use DoorLoop Tasks to stay on top of maintenance, vendor work, tenant requests, owner updates, and anything else you need to track. Tasks help you meet deadlines, stay organized, and keep a complete history of work and communication all in one place. You can even set reminders for yourself so nothing slips through the cracks.
Your Overview dashboard puts task management front and center. With built-in widgets, it’s easy to see what’s due, what’s next, and what needs your attention. (For example, you can add the Tasks - My next 7 days widget.)
Walkthrough Video
Create a New Task Walkthrough Video Link.
The Steps
To create a new task, click the Create New button at the top of the main menu.
Then under the Tasks & Maintenance section, click Task. On the All Tasks page, click the + Add New button and select New Task.
On the New Task window, enter the following information:
Subject: A required field used to summarize the task.
Description: An optional field used to expand on the task.
One Time Task: Keep this selected unless you actually want to create a recurring task.
Due Date: An optional field used to help remind you and your users of deadlines. You can even sort the tasks pages by due date to help you organize and prioritize. You can only enter the date, not a specific time of day.
Status: Set the status to track the progress of your task. (The default status is Not Started.)
Priority: Set an optional priority of Low, Medium, or High for sorting purposes on tasks pages.
Assignees: Assign one or more users to take charge of the task.
Email Assignee(s): you need to make sure that the Email Assignee(s) box is checked if you want to notify the Users who are assigned.
Related To: An optional field, choose a property and unit related to the task. The task will show up on the Tasks tab of the property you choose.
Upload any files if necessary.
Click Save to finish.
Your task is now created and will appear on the All Tasks page, where you can track its status and update it as work progresses.