Departments & Views

Resources / Tasks & Workforce · 9:05 · English

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Written guide

Organize tasks by department, save filtered views, and switch between the task table and calendar to review daily work. In this guide

• Departments and saved views
• Task statuses in the table
• Tasks and visits in the calendar
• Visit details and completed work

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Departments and saved views

Video · 1:51 Use All Tasks, Your Tasks and department views to find relevant work. Create a custom view with filters for status, priority, department, property, assignee, tags and source, then save it for later.

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Task statuses in the table

Video · 3:24 Review open, scheduled, overdue and completed work. The walkthrough also covers draft tasks, approval requests and the optional In progress, Paused and Pending tabs, including tasks waiting for a date or another task.

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Tasks and visits in the calendar

Video · 6:44 Switch between individual tasks and visits that group work at a property. View the calendar by property or user, choose a day, week, fortnight or month, and expand or collapse the detail shown.

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Visit details and completed work

Video · 8:16 Open a visit to review its tasks, recorded times, assignee, photos, costs and notes. Check issues reported during the visit and any attached files.