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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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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 create, edit, view, duplicate, complete and delete a task, filter the records on several criteria, and export what the table shows using the “Export” action.

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