Messages & tasks (block management)

Owned by Fiona Wilson
Last updated: Jun 17, 2022
1 min read

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

Messages & tasks can be accessed via the Organiser and also via the envelope icon at the top of the main menu bar - they can also be created from the Organiser or from the estate/unit record

Messages can be sent within your organisation and have the option of adding task functionality to them - when creating a message as a task, this allows a task type and date for the task to become active to be added - when done, a task needs to be marked as completed, and will then be removed from the messages/tasks list (although a record of it is always stored on the system)

All tasks and messages can have the records associated to them (i.e. the relevant estate and/or unit record) - this ensures that the task/message is logged as a journal entry and will be shown in the Activity Feed for the estate/unit

For more information on Messages and Tasks, click here