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How do I add custom tasks?

You can create your own tasks (also called activities) and link them to a contract, a building or a unit. They then appear in your list of tasks to do.

Written by Pauline Marchand

📌 An activity linked to a unit does not appear in the contract's history, and vice versa.
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Create an activity

  1. In the "Tasks" menu, click "Add new task", then "Activity". The "New task" window opens.

  2. Fill in the "Title".

  3. Choose the "Type of activity": "Task", "Email", "Call" or "Visit".

  4. Under "Relative to", choose "Contract", "Building" or "Unit", then select the relevant item in the field next to it.

  5. Enter the "Date".

  6. Under "Recurrence": leave "Never", or choose "Choose recurrence" then, under "Repeat every", enter a number and a unit ("Week", "Month" or "Year").

  7. Add a "Description" if needed (optional).

  8. Under "Attached files", drag and drop a file or click "Add a file to the activity".

  9. To break the activity into steps, click "Add new subtask".

  10. Click "Confirm".

The activity appears in your list of tasks to do ("Tasks" tab) and on the page of the linked item.
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When recurring tasks appear

  • Annual recurrence: the task appears 1 month before the key date, in the list of tasks to do and in the planned actions of the linked item.

  • Monthly recurrence: the task appears 2 weeks before the key date.

View and close an activity

Click the activity to show its full text and sub-tasks; you can tick each sub-task as it is completed. The three dots ⋮ on the right let you edit or delete it.

Once the activity is completed, click "Close". It disappears from the tasks to do and remains available in the linked item's history.

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