Alfie allows you to create To-Dos for any task that you need to complete. This can be anything from Maintenance to Inspections and even Compliance.
You can set due dates and prioritise To-Dos so that you can use them to plan out your day and easily keep track of what needs to be actioned.
How to Create a To Do
To-Dos are super easy to create and can be customised to fit your tasks needs.
You can create a To-Do using the below steps:
Go to Tasks in the main left-hand menu
Select To Dos from the pop-out menu
Click Create To Do
Enter your task details into the below fields:
Summary - Tite for your To-Do
Task Type - Type of Task ie Maintenance
Description - Any details about your task you want to include
Property - Enter a Property to relate to your To-Do
Related To - Enter a Contact to relate to your To-Do
Managed By - The user who will manage this To-Do
Progress - The progress status of your To-Do
Priority - Set a priority level to help organise your To-Dos
Follow up Date - A Date where you want to be reminded about this To-Do prior to the Due Date
Due Date - Date this To-Do needs to be completed by
Select Create & View To-Do
How to Manage To-Dos
To-Dos are great because you can use them to prioritise the tasks you need to complete for the day.
Alfie makes it easy to manage your To-Dos by quick changes to progress and being able to edit any field in your To-Do at any time.
There a few options to view your To-Dos including:
Open - All To-Dos that have not been marked as Closed.
Follow-Up - Any To-Dos that are due for follow up today.
Due - Any To-Dos that are due to be completed today.
Overdue - Any To-Dos that are overdue. They are available here until they are marked as Completed or Closed.
Closed - All To-Do's that have been marked as Closed.
Quick Update Progress
To quickly update the progress of your To-Do you can click the drop-down in the Progress column and select the new progress status from the drop-down.
Edit your To-Do
If at any time you need to add additional details or change any field of your To-Do Alfie allows you to edit every field of your To-Do at any stage of it's progress.
You can edit your To-Do using the below steps:
Go to Tasks in the main left-hand menu
Select To Dos from the pop-out menu
Click into the To-Do you would like to edit
Select the pencil icon in the top right corner
Make any changes necessary
Click Save in the top right corner
Mark your To-Do as Closed
You're To-Do will have a record status as Open or Closed.
Open is for To-Dos that you might still be working on or want to keep in view whereas Closed To-Dos are those that are completed and you don't need them in your front view.
You can still access Closed To-Do's using the Closed Tab.
To change your To-Do to closed you can use the below steps:
Go to Tasks in the main left-hand menu
Select To Dos from the pop-out menu
Click the three horizontal dots at the end of your To-Do
Select Close in the drop-down
You can also do this by clicking into the To-Do and selecting Close in the top right corner.