Overview
Tenant Requests are normally created on the tenant's side through the Tenant Portal. However, you can still create them on your end through DoorLoop if you want to keep a record of tenant requests that weren't submitted online. This is useful if a tenant makes a request verbally.
The Steps
On the main menu, click Tasks & Maintenance, and then click All Tasks.
Click on the New Tenant Request button to begin creating a new tenant request.
Set the necessary fields as follows:
Select Tenant: Required field that links the request to a tenant.
Subject: A required field used to summarize the request.
Description: An optional field used to expand on the request.
One Time Task: This is automatically selected and can't be changed.
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.
Status: Also a sortable field on tasks pages, 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 request. 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.
You can also upload any necessary files.
Click Save when complete.
Now that you’ve created the task, DoorLoop returns you to the All Tasks page where you started. You can click on the request in the task list to see the request's overview, post updates, and edit or complete the task. To learn more about reviewing and editing tasks, check out the article for that here.