Managing tasks and workorders

  • Preferred Vendors

    Property managers of both rental and association portfolios often have many vendors across one category that only get used at specific properties, whether for geographic, client preference or other...
  • How do I track tasks and maintenance in Buildium?

    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 ...
  • Task categories

    Use categories to organize resident site contacts, vendors, and tasks. For example: Organize and classify vendors by category. View the Details column to determine the number of assigned numbers/v...
  • How do I edit a task?

    In Buildium, tasks are anything that you or a team member have to do. You can change the information entered into the original task, or update the status of a task as it's in progress. Edit a task ...
  • How do I delete a task?

    Once a task has been finished, consider changing its status to complete, closed or deferred instead of deleting it. This way, you'll have a record of the task in case you need it in the future. If ...
  • Work orders

    A work order is a task with a few extra attributes. Work orders can have a vendor and expenses associated with it. Synonyms include invoice and task. For example: Task #1234 was for some repair wo...
  • How do I add a work order to an existing task?

    If an existing task in Buildium requires work from a vendor, you can attach a work order directly to the task. To add a work order to a task: Navigate to Tasks > All tasks . Click the task you ...
  • Assign or email a task to a vendor

    Using Buildium, it's easy to assign a task to the members of your team. When you add the task, simply select the staff member in the Assigned to box. Doing so can (optionally) send an email to the ...