How to add a tasks and make it recur

This article is linked to understanding tasks

When thinking about creating your tasks, you must consider:

  • Is it related to the property, unit, tenancy or neither of the three
  • Is there a due date which the task has to be completed by
  • What task type should be assigned to the task
  • Who should the task be assigned to
  • Do you want the task to be shared with tenants? **If shared with the tenants, the tenants will be notified of this new task and it will appear in the their “track issue”
  • Run any of the created actions. This is linked to understanding automated events and actions

Add a task

Go to Tasks>Add Tasks, tick recurring tasks box and select task frequency


View all scheduled tasks


Click to view the actual task for more information

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