How to Manage Tasks in Smartr365
Overview
Tasks help you track actions that need to be completed on your cases. Each task has a title, description, due date, and an assigned team member. Tasks can be general reminders or mandatory steps required before a case can progress to the next status.
Getting Started
Where to find it: Click Tasks in the main navigation bar at the top of the screen.
Who can access it: Users with the "View Tasks" permission.
Understanding the Task List
The Tasks page displays all tasks across your cases. Each task shows:
Title and description of the task
Role the task is assigned to (if set via Workflow Builder)
Assigned To - the team member responsible
Client name(s) associated with the case
Property address for the case
Status of the case (e.g. "Fact Find", "Submitted")
Due date with a colour-coded indicator
Due Date Indicators
Red - Task is overdue
Amber - Task is due today
Green - Task is due in the future
Filtering Tasks
Due by: Use the timeline selector to filter by date range
Created by: Filter tasks by who created them
Assigned to: Filter by who the task is assigned to (defaults to showing your own tasks)
Show removed / Show completed: Tick these checkboxes to include removed or completed tasks
Working with Tasks
Completing a Task
Find the task in your task list
Click the Complete button on the task
If all mandatory tasks for the current case status are now complete, the case may automatically progress
Editing a Task
Click the Edit button on the task
Update the title, description, assigned user, or due date
Click Save
Reassigning Tasks in Bulk
Click the Select button in the task list header
Tick individual tasks or use Select All
Click Reassign
Choose the team member from the dropdown
Click Done and confirm
Tips & Best Practices
Your "Assigned to" filter preference is saved automatically
Use the date range filter to focus on tasks due this week
If a task shows a warning that it is assigned to a deleted user, reassign it to an active team member
Frequently Asked Questions
Q: Do mandatory tasks appear in my task list?
A: Yes. Mandatory tasks from the Workflow Builder appear in both the main task list and within the case's Tasks tab.
Q: Can I create tasks from the task list page?
A: No. New tasks are created from within a case, under the Tasks tab. The main Tasks page is for viewing and managing existing tasks across all cases.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.