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Tasks in Reapit Go

Tasks in Reapit Go

This guide has been reviewed against our global customer base and classed as relevant to all regions

Current and completed tasks can be accessed in Reapit Go, as well as new tasks created and assigned

1. Display tasks due this week

From navigation bar (bottom of screen):

  • Tap Tasks

    Tasks button.png

  • Tasks due this week (and not completed) are displayed

    Tasks - main screen.png

2. Change tasks displayed - by date due and/or type

From tasks:

  • Tap Filters

    Filters button.png

  • Two filter options are available - select required option and tap Apply (bottom right)

    • Due Date: default is to show tasks for This week
      This can be changed to Last week or Next week

    • Type: default is to show all task types
      This can be changed to just show a specific task type (e.g. Reminder)

      Filter options.png

Changes to filter options only apply for the current session of viewing the task list
(moving away from the task list and returning will reapply the default settings)

3. Add a new task

From tasks:

  • Tap blue plus icon (+) bottom right

    Add task.png

  • Complete task detail and tap Save (bottom right)

    • Assignee: choose who to assign the task to
      Tap field to choose another user, or leave set as is to assign the task to yourself

    • Type: select task type from the drop-down list

    • Details: enter task detail

    • Due Date: defaults to the current date, tap calendar to select a different date

    • Linked Records: (optional) to link a property, applicant, contact, landlord or tenancy record to this task, tap the relevant button
      This will record the task in the Activity Feed of the selected record

      Create new task - fields completed .png

4. Edit task

From task view:

  • Tap task to open it

    Overdue task in task view.png

  • Tap Edit - the full task screen is displayed (as seen in step 3)

    • Make changes and tap Save

      Edit task.png

5. Mark a task as complete/done

From task view - a task can be marked as complete/done in two ways:

  • Tap circle to left of task - the task is immediately marked as complete and removed from view

    Complete button in task view.png

  • OR… tap task to open it

    Overdue task in task view.png

  • Tap Mark as Done (bottom of screen)

    Mark as Done button.png

6. View completed tasks (& re-open)

From tasks:

  • Tap Open button

    Switch to completed tasks.png

  • Complete tasks are shown

    • Filters can be used in this view (see step 2)

    • Tap task to view detail of it

      Completed tasks view.png

    • An option to Reopen the task is available (bottom of screen)
      This removes the task from this view and adds it into the current task view

      Completed task.png

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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help