Creating Your To-Do List of Tasks

Discover how to create recurring tasks like changing air filters, flushing water heaters, or seasonal maintenance and assign them to others! Manage all of this on your Tasks page, which is located on the left side tool bar.

Viewing Current Tasks

Inside your Tasks page, you will see all your current and completed tasks. At the top of this page, you will be able to change your view of tasks from all properties to individual properties. You'll also be able to check completed tasks off or uncheck completed tasks to put them back on the current to-do list.

Task Information

Once a task is selected, you can see all task details on the right side of the page. This displays info such as task description, due date, and even who is assigned to the task. You can edit this info at anytime.

Add New Tasks

By selecting the "+ Add Task", located in the top right corner, you can do exactly that! Give your task a name and description, select your preferred due date, and even make it a recurring task based on your preference. You'll create tasks for each property you manage, as well as assigning tasks to others to complete.