Please note that when you add an activity to a property, it will not appear in the contract's history — and vice versa.
To add an activity, simply go to the "Tasks" tab and then select "Add an activity."
A pop-up will open where you can enter the following information:
The title of the task
Type of activity: task, visit, email, or call
The property/contract or building concerned by the activity
Date: when the task was or should be performed
Recurrence: Once a date is entered, you’ll be able to set a recurrence — monthly, yearly, one-time, or no recurrence
Description (optional)
File
Simply click on "Confirm" to create your custom activity.
The task will now appear in the scheduled activities for the associated contract/property, as well as in the list of tasks to be completed in the "Tasks" tab.
If you've set an annual recurrence, the task will appear 1 month before the key date in the list of tasks to be completed and in the scheduled actions on the contract/property page.
If you've set a monthly recurrence, the task will appear 2 weeks before the key date in the list of tasks to be completed and in the scheduled actions on the contract/property page.
When you click on the activity, the full text and checklist will become visible. You can check off each item on the checklist separately once they've been completed. The three dots on the right allow you to modify or delete the activity.
Once you've completed the activity, click on "Take action" and then on "Done."
It will no longer appear in the tasks to be completed but will be available in the history of the associated property/contract so you can always refer to it.