First-Time Setup Checklist
Quick Answer
Follow this checklist to get your account fully set up and start getting value from AllProperly right away.
Step-by-Step Setup
1. Add Your First Property
Start by adding the property you want to manage.
This is the foundation for everything else.
2. Review Your Property Details
Confirm or update basic information like:
- Address
- Notes
- Key details about the home
3. Create Your First Task
Add a simple task to get started.
Examples:
- Replace air filter
- Check smoke alarms
- Clean gutters
4. Invite Someone (Optional)
If others help manage the property, invite them:
- Property Manager
- Family Member
- Friend
5. Review Your Dashboard
Go to your dashboard to see everything come together:
- Tasks
- Property details
- Upcoming items
What to Expect
At first, things may feel simple.
As you:
- Add more tasks
- Enter more details
- Plan future expenses
Your dashboard becomes more powerful and more useful.
Common Questions
Do I need to do all of this right away?
No - start small. Even adding one property and one task is enough to begin.
Why does my dashboard look empty?
It fills in as you add more information.
Can I come back and finish later?
Yes, you can update everything anytime.
Helpful Tip
The more information you add over time, the more valuable AllProperly becomes.
Start simple - build as you go.
Related Articles
- How to Add a Property
- How to Create a Task
- How to Invite Someone to a Property
- Understanding Your Dashboard