Follow the steps below to see the operational task list:
- Access the [Tasks > Task Center] menu;
- Filter the desired information on the left side of the screen;
- Click on [Update] to complete your search.
See on the chart below some examples to use the information of this screen.
Action | Summary | Details |
---|---|---|
Manual creation of cleaning and maintenance tasks | Besides the system's top menu, it's possible to use the [Task Center] to create calls in your panel. | |
Filter tasks by period | It's possible to search for tasks already performed for auditing, for tasks created over a period for general statistical data or by deadline. | |
List pending tasks of a particular type | In this type of search, you can pull information quickly. As an example, you can see all technical tasks that were not included by your team and the ones that are in progress. | |
Quick management of operational activities | From the [Task Center] panel you can quickly cancel cleaning tasks from your list or close tasks with no solutio. | |
Quick sharing of tasks through WhatsApp | Share the task page with your collaborators through WhatsApp and eliminate communication noise. The person must be logged in to the system to open the link content. | |
Pending issues of a specific listing | Do you usually close listings for renovations during the off-season? From this screen, you can pull a list of all maintenance pendency items for a given listing and you can use the data to plan maintenance. | |
Pending issues of a collaborator | From the Administrator plan forward, it is possible to filter the tasks by the collaborator in charge and the [Task Center] screen can be a good tool to pull the pending issues list by member of your team. For the correct use of this filter, it is necessary to correctly delegate your activities to your team members. | |
Most recurring call types | From the Administrator plan forward, you can categorize your technical pending issues and filter tasks by classification can help you get strategic data to plan your providers by each service or even plan operational routes for your service providers. |