Aufgaben
Why do I need tasks?
TheMenu item Tasksrepresents the heart of the house manager. Any activity that takes place in your properties, whether on the basis of an appointment series or a demand task based on an event (ticket, additional order, etc) is recorded by a task and ...
Why does my "caretaker" and "objector" see no tasks? (Object sharing)
If your users cannot see object structure or tasks, then sufficient rights have not been granted in rights management for these users. As soon as you select the role "Objector" or "Jawtaker", you must share objects of your object structure to these ...
The menu item "Tasks".
In the Task menu, you manage all tasks, regardless of whether they have already been completed, planned for the future or planned today. You can use the selected tools to replan, move or add tasks (photos, documents, annotations) in the menu with the ...
Create ad hoc tasks/demand tasks and send them to third-party companies via work order
Tasks can be sent to internal employees on the technician app and for third-party companies as work orders. The following video shows the process of a ticket to a task for the technician app and as a work order for third-party companies: ...
From ticket to task to technician app and back
tasks that occur as needed are usually tasks previously entered by the ticket system. A ticket must be converted into a task for further processing. A category, service area as well as documents, checklists and other internal information can then be ...