Accessing tasks

With the Tasks add on feature enabled you can access them by navigating to 'Property Hive > Tasks' from the left hand WordPress menu:

If you have Property Hive only mode enabled this will just be 'Tasks' direct from the left hand WordPress menu:

After clicking into this you'll see a list of all tasks:

The list will default to 'Open' tasks assigned to the logged in user, however the filters can be customised to change the tasks shown.

From here you can add a task or edit an existing one.

Tasks can be assigned to a contact or property.

When assigned, clicking into that contact or property will display the tasks at the top of the record:

In the left column are open tasks. Click the checkbox to complete the task and it will move to the right column:

From the WordPress dashboard you'll see a widget containing 'Open tasks assigned to me':

Like all dashboard widgets this can be shown or hidden and dragged around.

We recommend that you drag this to a position on your dashboard that allows you to easily see it when you log in to WordPress.