Task Management
In Dezrez, the best way to manage your tasks and reminders is through the Task feature on the toolbar. To open this feature please click on the Task icon on the global toolbar at the top of the screen.
Once you have clicked this it will open the task feature in Dezrez.
Once the window has opened you can view and manage your task from the list provided. On the left-hand panel, you'll be able to see my tasks, the team tasks, branch tasks and all tasks. You can click any of these options to view the tasks.
On the top right-hand side, of the window, you will be able to click 'Add Task' this will prompt a pop up to input the task details.
Within the pop up you can input a title, and description of the task. The title will be the name of the task in the list of tasks. You can then select a task type, does this task relate to a call, simply select the call task type.
Next, selected a due date and time, this will also be visible on the list of tasks allowing you to prioritize tasks that are due to be completed in the coming days. The priority can also be set. Depending on the nature of the task, you can select low, medium, or high priority.
To the right of the pop up you can select who is responsible for completing this task. You can select a single negotiator, multiple negotiators, a branch, or a team. Depending what you select here, will depend on who will see the tasks in the 'My Tasks' tab.
Below this area you can select a property, and customer the task relates to, simply search for a property, then select the contact relating to the property to assign it to them.
Once you have filled in all of the fields required you can press save on the bottom right-hand side.
To edit a task you can click into the list which will open up the task you need. Once opened you can change the details necessary and click save. You will now have the addition of an activity section which will allow you to keep track of what has gone on with this task, as well as add notes. You can change the status of the task on the top left-hand side. There are 3 options, New, In Progress and Completed. Once a task is completed it will come off my task list and be added to the completed list.
To view the completed tasks you must first apply the filters on the list. From the filters, you can select due dates, negotiators, task type and status. You can use a varied combination of these to get the correct lists up. Once you're happy with the lists you can use the bulk actions to carry out your clean up en-mass.
The bulk actions can be found at the top of the lists and require you to select at least 1 client for it to work. You can bulk change the status of tasks from these actions.
Once you are happy with the task section you can close the feature down and return to Dezrez from the X at the top right-hand side of the window.
Tasks and the customer portal
If you use our customer portal tasks will be raised in the system when specific actions are undertaken by your customers. For example, your customers can upload documents such as ID's into the customer portal, this will trigger a task to be created.
Another example is maintenance jobs. Your tenants can submit maintenance job to you via the customer portal, this will also raise a task in the system.
Tasks on Group pages
If a group has a task assigned to them, they will show on the group page just below the group members info
This also acts a as link to the tasks area for easy navigation.
Task Reminders
You can set up task reminders to receive a pop up notification a set amount of time before a task is ue to be completed. To set this up, open the side panel by clicking on your name on the top right of the screen. Next, click the cog icon.
Next, click 'My preferences' and select 'System Notification and the desired time period. Lastly, click save in the bottom right.
You will now receive a pop up notification in the bottom right when a task is due.
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