+1

View open upcoming tasks on dashboard

Daniel Ruttle 5 years ago updated by Landlord Vision Admin 2 years ago 2

Hi, Whilst it's helpful to some degree to show have overdue tasks on the dashboard, I feel it would be more beneficial and allow us to work proactively if we could see upcoming tasks for the month (or be able to choose a date range). See what was due after the fact puts us in a reactive state. It would also be beneficial to be able to see closed tasks or filter tasks by property/tenancy etc. It is quite a chore to have to go into each property individually to see what tasks there mat be outstanding or/and what has been completed. We need them all in one place to be more user friendly

I agree with Daniel. 

Would also be beneficial if the separate task bar was on the phone app too, so that all outstanding tasks can be seen with the click of a button. A filter option would be ideal to separate each individual property, priority, due date, type of task (ie gas safety, maintenance, inspection etc). A check box to tick ✅ off when task is completed.

The task function does need its own place on the website and app to efficiently run its course and be more user friendly for portfolio landlords please. 

Thank you for your consideration 

Hello

Thank you for your comments

At present, the Calendar > Tasks screen by default shows all overdue tasks and any tasks that are due in the next 30 days.  The Dashboard view displays the five earliest dated tasks.  If you have a lot of overdue tasks then it will only show overdue tasks.  Clicking View All will take you to the Tasks page

Point taken about the phone app

Kind regards
Roy