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