Task Management
Tasks keep your team organized and accountable. Every follow-up, inspection, document request, and action item can be tracked as a task — linked to the properties, people, companies and deals it relates to.
All Tasks View
Navigate to Tasks from the sidebar (or the Tasks card on your home screen) to see all tasks across your organization.
The task table displays:
- Task — title and description
- Priority — Low, Medium, High, or Urgent (color-coded badges)
- Assignee — the team member responsible
- Due Date — when the task is due
- Context — the linked property, and the deal beneath it where there is one. Open the task to see every record it is linked to.
- Status — Pending or Completed
Tasks are organized into Pending Tasks and Completed Tasks sections, each collapsible.
Filtering Tasks
Click Filters to narrow your task list:
- Assignment — All, Assigned to me, Unassigned, or a specific team member
- Status — All, Overdue only
- Sort — by Due Date, Priority, or Created Date
Task Detail Panel
Click any task to open its detail panel on the right side.
The detail panel shows:
- Title and description at the top
- Priority badge (Low / Medium / High / Urgent)
- Visibility badge — Hidden or Visible (controls whether the task appears on client-facing portals)
- Due date and assignee
- Status toggle — click Complete to mark done, or Pending to reopen
- Linked To — every record this task relates to, covered in the next section
- Comments — a threaded comments section for team discussion on the task
Linking a task to records
A task can be about more than one thing, and about more than one kind of thing. "Chase both attorneys for the estoppel" is one task about two people; a portfolio walkthrough is one task about six buildings. The Linked To section holds all of them.
Each link shows the record's name and what kind of record it is — property, person, company or deal. Click the name, or the arrow beside it, to open that record.
To add a link, click Link (or Add, once there is one) and search. The search covers properties, people, companies and deals together, so you don't have to say which kind you're after first. Pick a result and it's linked immediately — there's no separate save.
To remove one, click the trash icon on that row. Removing a link doesn't delete the record, only the connection between it and the task.
Completed tasks show their links but can't be edited. Reopen the task to change them.
Creating a Task
You can create tasks from multiple places:
- Tasks page — click + New in the top bar
- Property, person and company panels — from the Add button on the Tasks & Activity card
- Deal detail pages — from the deal portal's task section
When creating a task, you'll set:
- Title (required) — a clear, actionable name
- Description — additional context or instructions
- Priority — Low, Medium, High, or Urgent
- Due Date — when it needs to be done
- Assigned To — search and select a team member
A task created from a property, person or company panel is linked to that record automatically. You can add more links, or change them, from the Linked To section of the task at any time.
Recurring Tasks
When creating a task, you can set a recurrence rule to automatically create follow-up tasks on a schedule:
- Daily — repeats every day
- Weekly — repeats on the same day each week
- Monthly — repeats on the same date each month
- Custom interval — set a specific number of days between recurrences
Recurrence can be limited by an end date or a maximum number of occurrences.
Task Requirements
Tasks can include requirements that must be fulfilled before the task is considered complete:
- File upload requirement — the assignee must upload a specific type of document (e.g., inspection report, photo, signed agreement). You can specify a purpose tag and instructions.
- Signature requirement — the assignee must provide a signature on a document.
Requirements can be marked as required or optional, and you can enable auto-complete so the task automatically marks as done when all requirements are fulfilled.
Entity-Scoped Tasks
Tasks show up on the record they belong to, so you get a contextual view of everything outstanding on it.
On a property, person or company they sit in the Tasks & Activity card, mixed into the activity feed in date order — so a task due next week reads above this morning’s call, and what is still to do sits beside what has already happened.
The Add button on that card offers both: log an activity, or add a task. Use the Filter beside it to narrow the feed to activities or comments only.
From the card you can:
- View all pending and completed tasks for that entity
- Create new tasks pre-linked to the entity
- Complete or reopen tasks inline
Tips
- Quick complete — click the circle checkbox on the left side of any task row to mark it complete without opening the detail panel
- Overdue tracking — overdue tasks are highlighted and can be filtered to focus on what needs immediate attention
- Comments for context — use task comments to communicate about progress without switching to email or chat
- Linked navigation — click a record in Linked To to jump straight to it, or use the Context column in the task list
- One task, several records — link every party a task touches rather than opening one task each. The task then appears on all of their records.