How do I create a task?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with Create Tasks.

Tasks → Add task (or Add a task when you have none). On a phone: Add Task.

Select Add task. The New task form opens.
What needs doing?: enter the Task title. Select Continue.
What kind of task is it?: choose a Category: Move in, Move out, Inspection, Rent increase, Lease renewal, Notice, Deposit, Compliance or General (General is preselected). Select Continue.
When is it due, and how urgent?: pick the Due date and a Priority: Low, Medium, High or Urgent (Medium is preselected). Select Continue.
Who's doing it? (optional): pick an Assignee, or Skip.
Is it for a specific property? (optional): pick a Property / Unit, or the property itself, or Skip.
Any details or notes? (optional): write Details (formatted text) and Notes.
Select Create task. The header button works once the first three steps are answered.

The form closes onto the list and the task appears. Its page shows "Created manually" and, when linked, a Linked to section.

A Landlord can only assign to themself. An Organization can assign to any current member.

"Title is required" or "Due date is required": answer that step.
Create task disabled with "You don't have permission to create tasks.": the role lacks Create Tasks.
"Couldn't create task": try again.
Closing with answers entered asks "The information you provided will be lost, are you sure you want to continue".

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