Overview
Use DoorLoop tasks to track maintenance, vendor work, tenant and owner requests—or any workflow management you need! The real power of tasks is keeping track of deadlines and having a log of all work and communication related to the tasks for later reference. You can even use tasks to set reminders for yourself about important events or things that need to be done in the future.
Our dashboard on the Overview landing page also has widgets related to tasks so you can easily review tasks assigned to you and upcoming due dates. (For example, you can add the Tasks - My next 7 days widget.)
The Steps
To create a new task, click on Tasks & Maintenance on the main menu and then click All Tasks.
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. Check the optional checkbox to Notify Assignee(s) if you want these users to receive email notifications for updates to this task. (Note that they will also receive an email notification that they were assigned this 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.
Next Step
Edit a Task - Once you create a task, learn how to edit a task if you need to make changes.
Update a Task - Update the status of a task and add notes for each step of the process.