Creating and Managing Tasks

Tasks in ManageCasa help you stay organized, track important work, and ensure nothing falls through the cracks. Whether you’re assigning work to yourself or your team, tasks make it easy to manage responsibilities, monitor progress, and keep everything on schedule.

Accessing the page

• From the left menu, click Tasks

Page Overview

Once you open the Tasks page, you’ll see two main tabs at the top:

• The Insights tab gives you a quick overview of your tasks, including completed tasks and any overdue items. This helps you quickly understand what needs attention.
• The Task List tab contains all your tasks in one place. This is where you can view, create, and manage tasks.

Create a New Task

To create a new task, from the Task List tab, click the Create Task button.

• Enter a Title for the task
• Select the Type of task (To Do, Reminder, Email, or Contact)
• Set the Due Date and Time
• Choose a Priority level (Low, Normal, High, or Critical)
• Use the Assign To field to assign the task to yourself or other team members
• Use the Associated With to link the the task to a specific record in the system such as a property, contact, transactions, maintenance/violation/architecture review tickets, files, and other records.
• Add a Description for additional details
• Upload Attachments from your computer or from existing files in your ManageCasa account
• Click Save to create the task

Managing a Task

From the Task List tab, click on any task to open and view its full details.

Once inside the task, you will have several actions available at the top, including:

• Mark as Complete – updates the task status once the work is finished
• Edit – allows you to modify task details
• Delete – permanently removes the task

Below these actions, you will find several tabs that help you manage and track all task-related information:

• Overview – Displays the key details of the task, including Status, Priority Level, Due Date and Time, Assigned Users, and the Description. This gives you a quick summary of the task at a glance.
• Quick Notes – Allows you to add internal notes related to the task. This is useful for capturing updates, reminders, or important context as the task progresses.
• Associated With – Shows all records linked to the task, such as properties, contacts, or other related items in the system.
• Communications – Displays all communications (communication template) that have been sent and linked to the task, helping you track related interactions in one place.
• Files – This section allows you to upload, view, and manage all documents or files related to the task.
• Messages – Contains task-specific messages created to support collaboration and discussion around the task.
• Timeline – Provides an audit trail of all activity related to the task, including updates, edits, and status changes, helping you track the full history of the task.

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!