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Tasks
27/08/2026

Tasks and reminders

In this section, you can create and manage tasks and reminders, such as an insurance renewal, the annual service of the heating equipment, or any other reminder.

You can carry out the following operations:

  • Create a task,
  • Edit a task,
  • View a task,
  • Duplicate a task,
  • Complete an open task (once it is complete, you can re-open it),
  • Delete a task.

You can filter the records on various criteria, such as the landlord, the property, the person the task is assigned to, or the status.

You can also export your records using the “Export” action at the bottom of the table.

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Tasks
27/08/2026

Create, edit or delete a task

To add a task, go to the “Tasks” section and click “New task”. Record the property or building, the due date, the people assigned, a subject, a description and any documents. A task can be one-off or recurring. Everyone assigned is notified on creation and on the due date, and can comment, attach documents and mark it complete.

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