Help Centre

What's on a task's page?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with View Tasks.

Where to find it

Tasks → the task

Steps

  1. The top shows the title (with Auto when auto-generated), "Due <date>" or "Overdue: <date>", the category, "Created manually" or "Auto-generated", and created, updated and completed times.
  2. Tabs: Details, Notes and Linked to (the property, unit or lease, plus Regulatory on generated tasks with the form name, "Reference: <code>" and notice period).
  3. On a lease-linked task, Linked to → View lease opens the lease.
  4. Some auto-generated tasks have an action button in the Actions card (see the next article).

Good to know

Empty panels offer Add details, Add notes or Edit task to someone who can edit. On a phone, Actions opens a sheet with a Status and assignment row.

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