Tasks & Who Did What

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By Sam Eifert

Requester

It would be awesome if when a Tasks Template is applied to a property, if everyone of the Auditors in the firm could see the tasks that need to be done for that property, both in the property file, and in the "Tasks & Reminders" tab if you go that route.

Also, it would be SUPER helpful if when someone completes a task and crosses it off, it it was easily shown/seen who did that in case someone has a follow up question, or if something went awry, etc.

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Sam,

We'll add that to our recorded feedback!

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SkySlope Support posted about 2 months ago Admin

Created By Sam Eifert

Requester

Thanks for this. I would like it if the name of who completed the task was on/in the task list, if that suggestion could be passed along? But I appreciate the workaround for now!

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Sam!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I'll get this recorded for our Product Management team to review.

For your second point, this is currently available! If you navigate to the "Log" tab of a transaction, you can see task activity. The "Type" column will contain "TSK" to indicate it was task activity. Let us know if there's anything else you'd like to see!

Thanks again and have a great day!

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