Overview

This guide covers how to access, view, search, filter, and edit your tasks within HappyCo Manage. By using the Tasks app, you can easily organize your workflow, review task details, update categories and descriptions, and sort your task list by various criteria.

Steps

Accessing and Viewing the Task List

1. Log into your account in Manage.
2. Select your property folder from the drop down menu at the top.
3. Select Tasks under Apps in the left side menu.
4. Beside the title "Tasks," click on the drop down box to choose between viewing Open or Complete tasks (this defaults to Open).

Searching and Filtering Tasks

1. Locate the search bar at the top right of the page.
2. To search: Type your search criteria directly into the search bar.
3. To filter: Click the Add Filters button within the search bar.

4. Select from the available filter options. Certain filters require you to toggle them on, while others provide a drop down menu of specific options.
5. Click the Apply Filters button.

Note: Filters and searches are stored during your active session. If you change the property folder you are working under, your filters and searches will be reset.

Sorting Tasks

Your task list defaults to sorting by due date. You can change this by clicking on the headers of each column.

You can sort your tasks by:

• Due date
• Subcategory/category (alphabetical)
• Assignee (full name)
• Location (alphabetical)

Viewing and Editing Task Details

1. From your task list, click on a specific task. A detail tab will appear on the right side of the screen.
2. To leave a comment: Use the provided area in the details tab.
3. To change the Work Category/Subcategory: Locate the category option at the top of the details pane (e.g., Unit 10). Select a different option from the menu (e.g., changing it to category "Exterior" and subcategory "Brick").
4. To add or edit the Description: Click on the description. A text box will open allowing you to enter or edit the text. Click save or click outside of the text box to save your changes.

FAQs

What details are visible on the main task list?

The main task list displays the Work Category/Sub-Category, Description of Issue, Urgent status, Hold status, Assignee, Location/address, and Due Date.

Where can I find completed tasks?

Beside the title "Tasks" at the top of the page, click the drop down box. By default, it displays "Open," but you can select "Complete" to view finished tasks.

How are "Urgent" tasks sorted?

If you sort your task list by due date, urgent tasks will always display at the top of their respective due date grouping.

Why did my task search and filters disappear?

Searches and filters are only stored during your current session. If you change the property you are working under, your searches and filters will reset.

Why does a task description already contain ratings and comments?

If a task was generated from an inspection, the description automatically populates with any comments made during that inspection, along with the ratings selected for that specific inspection item.