.svg)
Lease Level Tasks
How do I create and edit tasks individually?
Step 1: Start by selecting the lease whose tasks you want to manage. Once viewing the lease, click the “Tasks” tab in the toolbar.
Step 2: The “Tasks” tab shows all currently open and completed tasks associated with the lease in question.
Step 3: To create a task, click the green “Add Task” button and a blank task will be added to the top of the stack.
Step 4: Click the text line to edit the task. Note - you can change a task at any time, just click the text line!
Step 5: To set a due date for a task, click the calendar icon. A menu will appear where you can input the date you’d like to set.
Step 6: To assign a task to a user account in Occupier, click the assignee icon. A menu will appear where you can choose who you’d like to assign the task to. Note - Only users who are on the lease team can be assigned a task.
Step 7: To mark a task as completed, click the green arrow next to the task. Note - Click the green arrow again to reopen a task!
Portfolio Level Tasks
How do I create and edit tasks with the task page?
Step 1: Click “Tasks” on the navigation bar to see the full list of tasks in your account.
Step 2: You can change how the tasks are sorted and how they are filtered with the “Sort by” and “Filter” icons.
Step 3: You can sort tasks by default (freshest tasks at the top, oldest at the bottom), due date, and assignee.
Step 4: You can use “filter” to show tasks that fit the criteria that you set. You can filter based on assignees, keywords in a task, whether the task is open or completed, and due dates. Set parameters will appear above the list of tasks. Note- to remove set filter parameters, click the “x” next to the individual filters you’d like to remove or clear all!
Step 5: Every task shows what lease it was created in and for. Note - you can click the lease name to take you directly to that lease’s page!
Step 6: To set a due date for a task, click the calendar icon. A menu will appear where you can input the date you’d like to set.
Step 7: To assign this task to a user account in Occupier, click the assignee icon. A menu will appear where you can choose who you’d like to assign the task to! Note - Only users who are on the lease team can be assigned a task.
Step 8: To mark a task as completed, click the green arrow next to the task. Note - Click the green arrow again to reopen the task!
