How to create tasks

How to create tasks




This feature is designed to streamline your workflow and boost collaboration across your teams, helping you stay on top of every detail in your property management processes.

With the Tasks feature, you can:
  1. Create custom tasks: add a task name, set a due date, and write a clear description so everyone is aligned on expectations.
  2. Assign to multiple users: easily assign the task to one or several team members to ensure accountability and clear responsibility.
  3. Set priority levels: choose from High, Medium, or Low urgency to make sure tasks are tackled in the right order.
  4. Link to properties, Funds, and Portfolios: tasks can be connected directly to a building, fund, or portfolio, keeping everything organised and traceable.
  5. Track progress: add subtasks and check off progress indicators as you go, giving you complete visibility over each step.
  6. Attach files: upload relevant documents or reference files directly to the task to centralise information.

To create a task, follow the steps below.

Step 1: Go to Dashboards > Tasks
 

Step 2: Click the green ‘New Task’ button
 
 

Step 3: Fill out the task details:
  1. Title
  2. Priority
  3. Due Date
  4. Assignees
  5. Description
  6. Linked Building, Fund, and Portfolio
  7. Attach any files

 

Step 4: Click Save and your task is live!

Once created, tasks are visible on your dashboard under the “Open” tab, where you can filter them by assignee, priority, building, or portfolio. You’ll also see how many subtasks are completed and whether any comments or documents have been added.


If you have any questions, please contact our Support team.

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