To Do's

Alfie allows you to create To-Dos for any task that you need to complete. This can be anything from Maintenance to Inspections and even Compliance.

You can set due dates and prioritise To-Dos so that you can use them to plan out your day and easily keep track of what needs to be actioned.

How to Create a To Do

To-Dos are super easy to create and can be customised to fit your tasks needs.

You can create a To-Do using the below steps:

1. Go to Tasks in the main left-hand menu

2. Select To Dos from the pop-out menu

3. Click Create To Do

4. Enter your task details into the below fields:

   • Summary - Tite for your To-Do

   • Task Type - Type of Task ie Maintenance

   • Description - Any details about your task you want to include

   • Property - Enter a Property to relate to your To-Do

   • Related To - Enter a Contact to relate to your To-Do

   • Managed By - The user who will manage this To-Do

   • Progress - The progress status of your To-Do

   • Priority - Set a priority level to help organise your To-Dos

   • Follow up Date - A Date where you want to be reminded about this To-Do prior to the Due Date

   • Due Date - Date this To-Do needs to be completed by

5. Select Create & View To-Do

How to Manage To-Dos

To-Dos are great because you can use them to prioritise the tasks you need to complete for the day.

Alfie makes it easy to manage your To-Dos by quick changes to progress and being able to edit any field in your To-Do at any time.

There a few options to view your To-Dos including:

• Open - All To-Dos that have not been marked as Closed.

• Follow-Up - Any To-Dos that are due for follow up today.

• Due - Any To-Dos that are due to be completed today.

• Overdue - Any To-Dos that are overdue. They are available here until they are marked as Completed or Closed.

• Closed - All To-Do's that have been marked as Closed.

Quick Update Progress

To quickly update the progress of your To-Do you can click the drop-down in the Progress column and select the new progress status from the drop-down.

Edit your To-Do

If at any time you need to add additional details or change any field of your To-Do Alfie allows you to edit every field of your To-Do at any stage of it's progress.

You can edit your To-Do using the below steps:

1. Go to Tasks in the main left-hand menu

2. Select To Dos from the pop-out menu

3. Click into the To-Do you would like to edit

4. Select the pencilicon in the top right corner

5. Make any changes necessary

6. Click Save in the top right corner

Mark your To-Do as Closed

You're To-Do will have a record status as Open or Closed.

Open is for To-Dos that you might still be working on or want to keep in view whereas Closed To-Dos are those that are completed and you don't need them in your front view.

You can still access Closed To-Do's using the Closed Tab.

To change your To-Do to closed you can use the below steps:

1. Go to Tasks in the main left-hand menu

2. Select To Dos from the pop-out menu

3. Click the three horizontal dots at the end of your To-Do

4. Select Close in the drop-down

You can also do this by clicking into the To-Do and selecting Close in the top right corner.