Creating a Task (Beta Testing)
In this guide I'll show you how to create a task from the plus icon in Rezi. You can do this anywhere in the software where you can see the plus icon on the top right hand side
In order to create a task in Rezi first, you must click the plus icon in the global navigation bar at the top of Rezi.
Once you have done this you can click on the 'Add a task' option.
Once you have clicked this a slide-out option will appear so you can add your task details. From here you can add a task title, a description of the task itself. You can also assign this to yourself or other members of staff, you can also sign this to teams as well. There is a section where you can create the date of when this task is due by.
You can also select the task type which could be a call or an email telling the person which method of communication is needed for this task. In the regarding section you can type in Property or customer by clicking the radio buttons to make sure that you can search for the correct entity. Once you select the correct client or property you're able to add those in to this task. Don't forget to add your related contact, if there's more than one person to a group then you're able to select which person that needs to be contact (perhaps it is a primary contact).
Once you're happy with the content of this task then you're able to press save on the bottom right hand side. Once that happens the page will close and the task will be added to the task system.
Once you're happy with the content of this task then you're able to press save on the bottom right hand side. Once that happens the page will close and the task will be added to the task system.
For further info on the task management system please see our guide here: Task Management
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