Task Anatomy

Resources / Tasks & Workforce · 13:29 · English

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Written guide

Understand the information inside a task, from property context and assignment to checklists, approvals and completion. In this guide

• Task details and property context
• Assignment and scheduling
• Checklists and resources
• Waiting dates and blockers
• Owner approvals and technician quotes
• Activity, comments and task links

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Task details and property context

Video · 0:47 Review the title, creator, property, source, department and required skills. Link a property element or reservation and use the property’s issue history to understand recurring problems.

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Assignment and scheduling

Video · 3:25 Choose a team member or vendor, review shift availability, and set a date, time and estimated duration. The walkthrough shows attaching work to an upcoming visit or using the next available checkout.

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Checklists and resources

Video · 4:44 Use the Work tab to review checklist steps and completion photos. Keep attachments, supplies and costs in Resources so the person handling the task has the information they need.

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Waiting dates and blockers

Video · 7:05 Keep a task pending until a chosen date or link another task as a blocker. The example explains why installing a replacement must wait until the item has been purchased.

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Owner approvals and technician quotes

Video · 11:18 Choose whether one or all recipients must approve. Share an owner approval request, request a technician quote, review cost and availability, negotiate a counteroffer and schedule the accepted work.

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Activity, comments and task links

Video · 12:49 Use Posts to review activity and mention teammates in comments. Share a task link so an external technician can see the relevant instructions and attachments, add comments and mark the task complete.