Sharing task updates with rental owners and board members

 

We know that transparency with your clients is crucial, especially when it comes to any work related to their properties or associations. You are now able to share task updates with both rental owners and board members, any time you update a task that relates to one of their properties.

If you choose to share updates with your rental owners and board members, they will receive an email notification once the task is updated. 

 

To share a task update with your rental owner:

  1. Navigate to the task you wish to update
  2. Select update task
  3. Update the relevant items on the task (status, due date, priority, assigned to)
  4. Check the box to Share update with rental owner/s
  5. Click Save & share

NOTE: The option to share a task update with a rental owner, is available only for those tasks connected to properties with at least one rental owner that has an email address.

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To share a task update with your board members:

  1. Navigate to the task you wish to update
  2. Select update task
  3. Update the relevant items on the task (status, due date, priority etc.)
  4. Check the box to Share update with board members
  5. Click Save & share

NOTE: The option to share a task update with a board member, is available only for those tasks connected to associations with at least one current board member with an email address.

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The Update Task button is just one way to share an update with your clients.

All task update controls will now provide you the option to share those updates as well.

  • Status
  • Assigned to
  • Due date



Still have questions?

Create a support ticket anytime, and we'll get back to you as soon as possible.

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