Task - Overview - PM

Here is a quick overview of how you can use the task system

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Written by Stéphanie Clement
Updated over a week ago

How to ?

With Usewalter task system you can easily create tasks from a conversation and dispatch them immediately to colleagues and board members, linking the task to units or residents and attaching relevant files. Stay on top of your to do list directly in the Usewalter platform.


How to

Create task categories

  1. Open your Usewalter dashboard

  2. Select the building you would like to manage

  3. Click on the Tasks tab

4. Click on the "... More" button at the top right of your screen

5. Click the 'Task settings' button

6. Go in the "Categories" section and then click on "Create task category"

7. Fill in the category information and click on "Create"


Editing previously made task categories

1. Click on the Tasks tab

2. Click on the "... More" button at the top right of your screen

3. Click the 'Task settings' button

4. Go in the "Categories" section

5. Click on "Edit" on the task you want to change.


Creating a task

  1. Click on the Tasks tab

    2. Find the category of the current task

3. Click the "+ Create task" button at the bottom of the page

4. Fill in the task information and click on "Create"


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