Tasks
(Note: Some of these features were formerly called "reported issues")
Tasks are anything that you want your property management team to track. Typically, Jobs are used for "things done by pros on a property" and tasks are "things tracked by the property management team". Example tasks include:
- Maintenance requests
- Work orders
- Low stock replacement
- Turnovers (often with multiple associated jobs like inspections, cleanings, etc)
- Owner report generation
- and more
With TIDY, you can track tasks from clients, vendors, and more. You can think of these as a bit like "tickets", or "work orders" or "requests". Essentially, they are things that any user on your account or a pro can add. These are things you may want to create a job for or add to a different system to resolve. It is a useful way to stay on top of random things that do come up.
What is the difference between a Job and a Task? In TIDY, "Tasks" are typically something done by the property management team and your own employees. "Jobs" are typically done by outside parties.
Tasks are more flexible, and better to use when:
- The people doing tasks are your employees or "like your employees".
- The people doing tasks should have a lot of flexibility in when to add and update them.
- The people doing the tasks should have access to most or all of your account data to make decisions.
- You don't need a lot of structured data on time spent, etc.
Jobs enable very clear workflows, so are are better to use when:
- The person doing the job is an outside vendor.
- The person doing the job needs to follow a process you define.
- The person doing the job should have limited access to data.
For more
If you are using TIDY on a web browser, the "Tasks" section is located on the navigation menu on the left. On the mobile version, you can find the "Tasks" section in the "More" menu. You can also access the Tasks menu in the "Dashboard" section of your account.
To create a task:
- Tap the +Add button.
You can give the task a title, set its due date, select the type (Low Inventory, Pest Report, etc), select the property it is assigned to, the urgency of the task, give the task a description, and add photos if needed.
You can select which user on your account will take care of the task and assign it to them, or even assign it to the Concierge. You can also assign the task to a specific job on your schedule.
You can create Recurring Tasks by tapping in the "Recurring" section of the page. Tap the "Add Recurring Task" button to set the task's information, such as its due date, frequency, and even the timeframe.
The date, time, and name of the person who created the task will be displayed right at the bottom of the page.
Any updates made to tasks will appear in the Activity section located at the bottom of the task. This feature is especially helpful when multiple users are making changes, ensuring everyone stays informed.
You can mark a task as archived, and it will be automatically moved to the "Archived" section. You can also unarchive or delete the task and permanently remove it. Please note that you can only delete archived tasks.
You can use multiple filters to search your created tasks, such as the urgency, task type, and property the task is assigned.
For Recurring Tasks, you can filter it by properties.
Pros can also log tasks on their side when completing services on your property using TIDY.
Pros will also be able to log an issue once they complete the service. This option will be available on the "past job" page in their app.
Damage, utility, pest, and low inventory issues will be automatically displayed in the "Tasks" section of your account.
