Overview
If an owner contacts you by phone, email, or in person instead of through the portal, you can still log their request in DoorLoop.
The Steps
To create a new owner request, click Create New at the top of the main menu.
Then under the Tasks & Maintenance section, click Owner Request.
On the New Owner Request window, enter the necessary fields as follows:
Select Owner: Required field that links the request to an owner.
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.
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.
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 next to Email Assignee(s) and Email Owner(s) if you want these the assignee and owner to receive email notifications for updates to this request.
You can also upload any necessary files.
Click Save when complete.
Now that you’ve created the Owner Request, 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.
Once saved, the request will appear on the All Tasks page, where you or your team can review, update, and complete it.