What is a Task List? What is a Task?

Propertyware's Task Lists allow you and your management team to track dynamically evolving projects and checklists that needs to get done. Each item within a Task List is called a Task. Whether logging routine or non-routine tasks, Task Lists are a great way to align your entire team, manage their performance and add process around management projects. Alas, a way of facilitating seamless communication among your team members and ensuring that tasks get done.

 

My Task List vs. Shared Task Lists

Propertyware provides two types of Tasks Lists:

  1. My Task List.  By default, each user account receives a private My Task List which centralizes all tasks that have been assigned to the user. Whether self-assigned by the user or assigned by other users, My Tasks will keep track of tasks requiring your attention.

  2. Shared Task Lists.  Users may also create any number of additional Task Lists to be shared publicly between the various user accounts within your organization.

 

Viewing & Managing Your Task Lists

To view your Task Lists and manage the tasks within them, whether creating, editing, reordering or marking them complete, follow these steps:

  1. Click the Desktop Tab of the application.

  2. Click the Task Lists button from the sub-navigation bar that appears below the application's various tabs.

  3. The page will refresh to display your private task list, called My Task List, and all Shared Task Lists by Name, Status, Due Date, Total Tasks, Open Tasks and Closed Tasks.

  1. How can I Identify my Shared Task Lists?  Any Task List other than your personal My Task List which may be displayed are publicly shared between users among your organization. If no shared Task List has yet been created by any user within your account, only your My Task List will display.

  2. How can I Filter my Task Lists?  Using the View drop down menu, you may filter your view of Task Lists by All or Open Task Lists Only. The All option will display both open and closed Task Lists. An open Task List will contain one or more open tasks, whereas a closed Task List will contain no open tasks.

  3. How can I Create a New Task List?  Simply click on the New Task List button at the top of the page. Enter a Task List Name and Due Date, then click Save.

  1. From the table's Name column, select the Task List you wish to view.

  Viewing My Task List

Selecting My Task List will display all tasks you have created for yourself under the My Task List category, and all other tasks assigned to you by other users within your account (irregardless of the Task List it originated from) under the Other Tasks Assigned to Mecategory.

Note: All tasks assigned to you, whether created by yourself or assigned to you by other users, will also display within the My Tasks Menu located on the left sidebar of every page of the       

     Propertyware application.

  Viewing Shared Task Lists

Selecting a Shared Task List will display all tasks within that list. These tasks are publicly shared within your account, meaning visible and editable by all other users.

  1. To Create a New Task within a Task List, click the New Task button. A pop-up window will then display. Create the task and click Save.

  2. To Edit an Existing Task within a Task List, mouse over the task in the table and click the Edit button. A pop-up window will then display. Edit the task and click Save.

  3. To Move a Task from one Task List to Another, mouse over the desired task and click the Move button. Clicking the Move button will display all other Task Lists within your account where the task may be relocated. Your task will automatically relocate to the selected location.

  4. To Reorder Tasks within a Task List, mouse over the task you wish to reorder and click the Order button. Then drag the task, up or down, to a different location within the table. Release the task in the desired location.

  5. To Print a Task List, click the Print button that appears at the top of the page. This will open a new window where you can print the task list.

  6. To Mark a Task Complete, simply check the box next to the completed task. Checking the box will automatically close the task and gray out the row in which it appears, indicating its completed status.

  7. To Mark a Task List Complete, click the Mark Complete button at the top of the page and the Status at the top of the page (see page header) will display as Completed.

    1. Note: This option is only available on Shared Tasks Lists and not your personal My Task List which cannot be disabled.  

    2. To Reopen the Task List, simply click the Reopen button.

 

See Also

My Tasks

My Calendar

Shared Documents

Propertyware Spotlight