Property Manager Sign up as a
Property Manager
It takes just 15 seconds with no credit card needed

By submitting your details, you are agreeing to our Terms and Conditions

Start your 7 day trial today

How to add a manual task, scheduled task and automated task

This article is linked to understanding tasks

This article looks at

  1. Adding individual tasks
  2. Adding a scheduled task
  3. System created task

Add an individual task

Go to Tasks>Add Tasks, 

Important things to think about on this screen

  1. Relate the task to property, unit or tenancy
  2. Add a task type. This is linked to understanding task types
  3. Add a checklist if required. This is linked to understanding checklists

 

 

 

 

 

How to schedule a workorder

Only available on Professional & Enterprise. This is available from the understanding the scheduler

How to add a system task

This can be found through understanding automation

 

 

 

 

 

 

 

 

 

 

Still have a question?

Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below