The Tasks inbox: folders, status filters, and search
The Tasks page is organized into folders down the left side, each holding a kind of follow-up work. Recurring Services covers responses to your service reminders, split into Approved, Declined, Ask Someone Else, Email Bounced, Unanswered, and Custom.
Quotes holds Signed, Email Bounced, and Unanswered quotes. Jobs groups completed and incomplete visits, such as Complete (Ready to Invoice), Complete (No Invoice Needed), Incomplete (Needs Another Visit), Missing Summary, and Never Clocked In.
Invoices covers Email Bounced, Overdue, Payment Failed, and Print and Mail. Deficiencies and Service Requests each have a single All view. The folder counts show open tasks, not ones already done.
Quotes and Invoices appear only if you have permission to see them, and Service Requests appears once your website or Customer Portal request form has been published. Across the top of the list are status filter pills, one per status, each showing its name and a count.
Click a pill to show or hide that status, and you can have several active at once to combine views. Above the list is a search box that matches on address, name, email, and custom fields, so you can jump to a specific task without scrolling. In the Jobs and Deficiencies folders the same box also matches the job number, so you can type 10310, J10310, #J10310, or a configured year form such as 26-10310 to pull up that job's tasks — a Deficiencies task matches the job its inspection report was completed on. Custom folders are grouped with Jobs, so tasks there get the same job-number search, plus a match against the task's own description text. The list loads more tasks as you scroll to the bottom.
The page remembers where you work. The folder you picked last is the one you land in the next time you open Tasks, and the folders you expanded in the left-hand list stay expanded, so you don't have to reopen them every visit. This is remembered per browser, so a different computer starts fresh. Opening a task from a link — a notification, or a property's task list — still takes you straight to that task, without changing the folder you normally come back to.
On desktop, long folder navigation scrolls independently. Task details and the timeline use the normal page scroll.
Open a task’s timeline to review its history. Resolving a task, recording a deficiency retest, and clearing or restoring a deficiency each add a visible entry.
Where to find it: The Tasks page. A folder list runs down the left side, status filter pills sit across the top of the list, and a search box sits above the tasks themselves.
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