The Task Details page is where you edit, update, and complete individual maintenance tasks. You can access it from the Maintenance Hub, a Property or Contact's Tasks tab, or a Dashboard calendar reminder.
See Understanding "Jobs" and "Tasks" in Maintenance for context on task types.
Accessing a Maintenance Task
Maintenance Hub — click the task title, or use Contextual Menu [...] > View Task.
Property or Contact — navigate to the Tasks tab and click the task name or View Task.
Dashboard Calendar — click View Task on a maintenance reminder.
Editing Task Details
From the Task Details page you can:
Change the task status using the dropdown — options are Incomplete, Complete, and Cancelled.
Add Quote Requests and Work Orders via the Add dropdown.
Make the task recurring via Contextual Menu [...] > Make recurring.
Add comments for external use (visible in the Tenant App) or internal use only.
Add key details to facilitate contractor access.
Attach invoices — create new or add existing ones.
Create a Work Order or request a quote from suppliers.
Attach documents and images.
Completing a Task
Select Complete from the Status dropdown.
Confirm the completion date and cost in the popup, including GST/VAT/Tax details if applicable.
Add any final comments if needed.
Click Complete Task.
After completing a task, options for invoicing and communications with the owner and primary tenancy contact become available.
In North America, "Tenancies" are referred to as "Leases". For more information on regional terminology, see our Glossary of Regional Terminology.