Acquaint Help Topics
Acquaint Help Topics
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Tasks

✅ Task Management in Acquaint

Tasks can be created and linked to a Contact, Property, or User to help manage follow-ups, actions, and communications.

📝 Task Fields & Options

You can include the following details when creating a Task:

  • Contact (optional): Assign a Contact to the Task using the dropdown next to the Contact field

  • Property (optional): Link a Property to the Task using the dropdown next to the Property field

  • Subject: Provide a brief summary of the Task

  • Body: Enter detailed information or instructions

  • Date Added: Automatically generated when the Task screen is opened

  • Date Updated: Automatically updated when the Task is saved

  • Owner: The User who created the Task

  • Assigned To: The User responsible for completing the Task

    • By default, this is the creator

    • To assign to another User, use the dropdown and select from the lookup table

📧 Notifications & Messaging

  • Email Assigned User: Sends an email notification to the assigned User when the Task is saved

  • Message Assigned User: Opens the Send Message screen upon saving

    • Contact and Property details are pulled from the Task

    • Message text defaults to the Task Subject

    • Assigned User is auto-selected

    • Department filter is set to the User’s department

📌 Display & Alerts

  • Always Show At Top: Pins the Task to the top of the Correspondence screen—ideal for highlighting important items

  • Desktop Alert: Displays a popup with Task details when the linked Contact or Property is accessed

📊 Task Classification

  • Type: Used to group Tasks for reporting purposes

  • Priority: Defaults to Normal, but can be set to High or Low

  • Start Date: Specify when the Task should begin (defaults to current date/time)

  • Due Date: Set the deadline—used to calculate overdue status

  • Completed Date: Enter when the Task is finished and tick the checkbox to mark it complete

    • Completed Tasks no longer appear on the Home Page under the Tasks tab

⚙️ Advanced Task Functionality

Enable enhanced features via: System Configuration → General → Enable Advanced Task Management

This unlocks:

  • Task ID display

  • Merge button to combine Tasks

  • Correspondence tab showing linked communications

🏠 Home Page & Correspondence View

  • Uncompleted Tasks with a past Start Date appear on the Assigned User’s Home Page in priority order

  • View all Tasks for a Contact or Property in the Correspondence screen

    • ✅ Completed Tasks: Green icon

    • ❗ Outstanding Tasks: Red icon

🕒 Time-Saving Features

  • Date Stamp Button: Inserts current date/time and User details into the Task Body—useful for tracking updates or conversation threads

  • Task/Note Templates: Create reusable templates for frequently written Notes or Tasks