Tasks

Tasks can be used to manage your workload in clixifix® and provide reminders. Typical Tasks added may include;

Defect Task - Reminder to contact the Resident regarding their appointment, contact the nominee to ensure they have the correct materials or a reminder to take a Defect off hold. 

Plot Task - Reminder to contact the Resident to remind them they are nearly at the end of the warranty period.

Scheme Task - Reminder to review all plots at the end of DLP to ensure plots are archived.

Adding a new Task

Step 1: Select the Tasks tab within the Defect, Plot or Scheme.

Step 2: Click + Task

Step 3: Assign a user for the Task, a Task Title and a Due Date. Set reminder is an optional field. 

Step 4: Click + Add Task

Once added, Tasks can be edited and/or completed. Any Tasks assigned to you will show within your ME section. 

Tasks Report

Tasks have a dedicated report within the Reports section. Filters can be applied depending on the information required. The Report can be exported to PDF or Excel if required. 

Navigate to Reports > Tasks > Tasks Report

Task Titles

There is an additional feature within clixifix® to add pre-populated Task Titles to Tasks to allow for more accurate reporting. Task Titles are added within the Admin bar and then selected from a drop-down when a new Task is created. 

If you would like further information, or to add this to your clixifix package, please contact your Account Manager.