We recently released the ability to create tasks on the web portal. Now all office staff will be able to create an overview of everything coming up, to keep things organized and accounted for. That way you can make progress on the things that are important to you.
Here's what you'll be able to do:
Set a due date
See activity feed of who created a task
See who updated a task
To use tasks, go to the navigation bar in the web portal. Then just click on the icon next to your photo. From there, you'll be able to add, edit, and view all of your upcoming and overdue tasks. If you want to learn more about tasks, and other Housecall Pro features, click here for a free demo.
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