The Task List contains all your to-do items. These can be generated by a user or by the system. This means the system will pull information from your delinquency or other settings and add tasks to your list. The tab is located on the right side of your screen.

You can access the task list by clicking the task list icon in the upper-right corner of the screen. This will slide out a panel from the right side of the screen, which is known as your Task List.

The Task List is organized into categories. The first category, My Tasks, is reserved for tasks manually created by a user. To create a new task:

• Click the blue + button in the upper right corner of the Task List. A pop-up window will appear.

• Type the tenant or unit information in the tenant or unit field to attach the task to a specific tenant or unit.

• Select a date to follow up by clicking in the Needs follow up by field.

• Add any pertinent notes by typing them into the Notes field.

• Click Save to save the task.

When creating a task, you must enter either a valid tenant or unit.

The other categories and the tasks within them are generated automatically by the system. Below is a list of the categories and their definitions:

• • Billing: Displays checks that need to be completed for refunds and autopay payments that have failed.

  • Credit cards: Displays a list of tenants whose credit cards on file have either expired or will expire within the next month.

  • Delinquency: Displays a list of all delinquency actions that must be manually completed. Clicking on a particular action will redirect you to the Past Due Tab filtered by the specified delinquency action.

  • E-sign Needed: Navigates to the Communication tab, where it displays a list of tenants who have received signature requests that have not yet completed the e-sign process.

  • Inventory: Displays a list of negative inventory items and inventory items that need to be ordered.

  • Leads And Reservations: Displays a list of any lead follow-up actions to be completed. Checking off the box will close the lead.

  • Print Batches: Displays a list of all batches that must be manually printed. Clicking the checkmark next to a particular batch type marks the task as complete but does not print the batch.

  • Occupancy: Clicking on Occupancy displays the individual scheduled tasks, such as move-ins, move-outs, and transfers.

  • Reviews: Navigates to the Reviews section of the Communication tab, where you can approve and respond to reviews left on your marketing website.

  • Unit Tasks: Displays a checklist of tasks that affect units, such as scheduled cleaning and maintenance.

Depending on your facility’s settings, incomplete unit tasks may result in a unit being unrentable.

FAQ

Why do I sometimes see my scheduled move-outs on the task list, and sometimes I don't?

To prevent clutter, future move-outs only appear on your Task List when at least one is due today.

When a scheduled move-out hits its due date, the system displays the full list of upcoming moves so you have a complete "Occupancy" overview. As soon as today’s moves are finished, the future events are hidden again until their specific due dates arrive.

Pro tip! Run the Scheduled Move-Outs report to see all of your scheduled move-outs at any time.