Tasks are useful to indicate what needs to be done. You can use it for CRM purposes to follow up on important leads, remind yourself of vehicle MOTs, remind yourself to update the contract of your crew member, or prepare a list of tasks for your crew. Rentman's notification system ensures that you will not forget a task.

Add a task

1. Navigate to one of the modules and open an item (equipment, contact, project, vehicle, etc) by double-clicking on it.
2. Scroll all the way down and click  Add task
3. Configure your task options and click Confirm

Tip: Quickly add a task to any element in Rentman by hovering over the name and clicking the

menu_openDetails 

button. Scroll down in the opened sidebar to find the Tasks section.

Examples of tasks 

• Projects: Contact customer X days before the project to check in on their wishes.
• Projects: Ask for customer's feedback X days after the project has ended.
• Contacts: Check in with an important lead to keep the contact warm.
• Vehicles: Bring to garage for yearly MOT.

The Tasks module

The assignment_turned_in Tasks module provides an overview of all tasks in Rentman. Click on the filter_list Filters button to filter your tasks and make selection presets. For example, you can choose to only show completed tasks, or only show tasks for you. You can also create new tasks here.

Add a task from the Tasks module

1. Navigate to the assignment_turned_in Tasks module.
2. Click + Add task
3. Configure your task options
4. Confirm

Use tags, filters and presets

Tags
Click on the label Tags to filter by tags you have added to the task.

Filters
Click on the filter_list Filters button to select filters. Think of filters as Completed, Not completed and Public (yes/no)

Presets
Click on the blue text in the top left corner to select presets.

Select a display period
This determines and how far back/forward in time tasks should be displayed. Click on the calendar in the top left corner: date_range

Save selection as preset
You can save your configuration as a (new) preset. This allows you to quickly switch between different presets within the assignment_turned_in Tasks module. Click on the blue text in the top left corner and click Save preset.

Task options

Task name
Enter a name for this task.

Deadline
Choose a deadline for the task. Choosing a deadline is optional, and tasks without a deadline will remain active without a due date. If the deadline has passed and the action has not been completed, the task will turn red. 

Assigned to
You can choose which crew members to assign this task to. Selecting All crew members assigns it to everyone, while Select crew members lets you pick specific members. When you create a new task, the creator is selected as the assignee by default. Click on the assignee to select other crew members for the task.

Details
Add more information about this task in this field.

Extra input fields
You can use extra input fields to add additional information to tasks. Learn how to create extra input fields here.

Files
Add a file to your task.

Tags
Add tags to your task. You can filter through your tasks by selecting tags in the Filter sidebar. A few useful examples of tags are: Preparation, On_location, In_warehouse

Notes
Add a note to your task.

Complete tasks

After you have finished a task, you can complete it in two ways:

• In the assignment_turned_in Tasks module: select the task(s) and click
  checkCOMPLETE
  
  

  

• In the module, widget or project itself: click on the task and select check
  

  

Tip: If you have made a mistake by accidentally marking a task as being complete, you can undo it in the assignment_turned_in Tasks module by selecting the task and choosing uncomplete.

Automatically add tasks to a new project

By using project templates, you can automatically add a list of standard tasks to a new project. This is useful to improve your project management and save time for setting up new tasks for new projects.