An Action item is a unique workflow process for each of the tasks that a management company performs, which is mapped with specific steps to assign responsibility to specific roles, send templated communications and track progress of the task to be completed!
At Vantaca, we take all of those tasks that a management company performs for their associations and build a workflow process for each task so that the users can always know what tasks are assigned to them, what needs to be done next and what stage of the process each task is in, in real time. By processing all tasks as action items, we can then start building historical data around the volume of each task performed, either for all associations under your management or for a specific association, or even individual homeowner account. Want to know how many work orders you have processed for an association, check your Action Items! Number of Homeowner calls received? Check your Action Items!
With an Action Item, we can do almost anything!
Some common examples of Action Items include:
- Service Requests
- Financial Delivery
- Fee Waiver Requests
All of the Action Items which are in a step that is assigned to one of the roles you have will appear on your My Action Items list. This allows users to always know exactly what needs to be done, track due dates and follow the status of pending issues. To access your My Action Items page, hover over the Action Items Menu item and click My Action Items.
To see all action items that you follow, regardless of the step that they are in, hover over the Action items menu item and select the All Action Items page.
The All Action Items page displays all of the open Action Items for which you are a default follower, either for a specific association, or across all of the associations in your portfolio. Simply click on the association name at the top of the page to select a new association or select "All Associations" to search across all action items for all associations.
To see any previously closed or voided action items, click on the Include Closed box as shown below: