In Buildium, tasks are anything that you or a team member have to do.
Adding a task is like adding another item to your to-do list.
Some tasks, like maintenance work, are requested by residents or owners. Other tasks, like a walk-through inspection or an apartment showing, are going to be created by you or another staff member.
Buildium allows you to classify tasks in a few ways:
| To do | A to do is a catchall for anything that has to get done. This task type is created by staff. |
| Resident request | A task created by a tenant or association owner through their Resident Center account. These requests are also able to be created by staff members, too. When you add a resident request, a notification will automatically be sent to the resident to let them know that the task has been created. |
| Rental owner request | A task created by a rental owner through their site. These can be created staff, too. When you add a rental owner request, a notification will automatically be sent to the owner to let them know that the task has been created. |
| Contact request | A task created by a visitor to your public website, and is something that requires you to follow up with someone by phone or email. |
Save time! We've got an email notification about this feature that you may find quite convenient.
Tasks can be used in conjunction with work orders, too.
Add a task
Save time! Access this feature from any screen using the shortcuts menu.
- Navigate to Tasks > All tasks.
- Click Add task. Select the type of task that you wish to create.
- Complete the form.
Save time! Use email notifications and the due date field to set up a reminder and stay on top of your work.
Resident requests, rental owner requests, and prospect requests allow you to enter the contact information of the person making the request.
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Click Create task.
Add a recurring task
A recurring task is a task that repeats and can occur at set periodic intervals
For example:
- Monthly maintenance or landscaping work
- An annual reminder to change the batteries in a smoke alarm
- Prep work for a monthly meeting with the board of a condo association
- Check the lights in the parking lot
- Renew permits or licenses for elevators
To add a recurring task:
- Navigate to Tasks > Recurring tasks.
- Click Add recurring task.
- Complete the form.
- Click Save.
Recurring tasks process through an overnight batch process that occurs once a day. If you need to add a task to work with now, add it manually.
Click here to learn how to edit or update a task
Click here to learn how to delete a task
Click here to learn how to attach a work order to a task
| Article #: | 112785 |