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Assign a Task to a Work Order


 TOPS [One] Version , last updated 02-09-2018



Assigning Tasks Overview



Create tasks for yourself or other users on any homeowner, vendor, transaction or ticket. Easily see deadlines, priority and notes for all tasks assigned to you from your task list on the home page.

This guide will give you step-by-step instructions on how to assign a task to a Work Order.



1. Click Work Orders and select Work Order Tickets 

2. From this screen you can filter to your open work orders by pressing the OPEN filter

Select your desired work order 

3. Click the Actions button and select Add Task

4.  In the Assigned To drop down select who will receive this task

5. Select the due date from the Date button 

6. Select the Priority Level

7. Enter the Subject

8. Enter your Message

9. Press Save  to finish  


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