How to monitor and manage activities in Zavanti

How to use activities and tasks

1. Click on Activities under My Zavanti to view all activities.
2. You can change the initial view that shows the activities by clicking on the down arrow of the list name at the top of the screen and then choose from the list of options.
   
   
   
3. Further filtering can be applied by clicking on the down arrow for the Due filter and choosing the appropriate filter.
   
   
   
4. Further filtering can be applied by clicking on the down arrow for the Activity Type filter and choosing from the list of activities. This is a multi-filter, so you can choose more than one type at a time.
   
   
   
5. Click on the appropriate activity to see more details and take any appropriate action.
   

How to create a task from the activities’ subheading

1. Click on Task.
   
   
   
2. Enter information relating to the task, the Subject is a mandatory field, highlighted with an asterisk.
   
   
   
3. Using the magnifying glass, search for the relevant area of Zavanti that this task is regarding. This could be a property, tenancy, work task, inspection etc.
   Note: If this is task for multiple areas of Zavanti – you can leave this blank.
   
   
   
4. Once all relevant information is entered, click Save & close at the top.
5. The new record will appear in the list of activities depending on the option chosen in the Due dropdown list.

How to reassign an activity

1. Click on Activities under My Work in the side bar to view all activities.
2. Click on the appropriate activity to see more details.
   Note: Depending on the type of activity the screen that is shown next may vary and the options available will also be different depending on the activity type.
3. To reassign this activity or task to another person, select the Assigned to box, and click the X by the person’s name to delete their name.
   
   
   
4. Enter the name of the person you want to assign the activity to.
5. The activity will now appear on their list of activities or tasks.

How to complete an activity

1. Once an activity has been created it will stay active until you either complete the activity or cancel the activity.
2. To complete an activity, click on the required activity record.
3. Click on Mark as Complete
   
   

How to cancel an activity

1. To cancel an activity, click the required activity record.
2. Click on Close Task
   
   
   
3. Choose Cancelled from the dropdown list, then click Close.