How-to1 min read·Updated Nov 2, 2026

Team tasks and the task board

Assign to-dos to staff with due dates, link them to records, and follow them on a Kanban board.

Tasks feature

Available from the Basic plan (OMR 39.00). Sign in to your agency to see whether your plan includes it.

BasicProfessionalUltimate

Requires permission agency.tasks.view

Tasks are the glue between modules: “call tenant about renewal”, “collect cheque”, “inspect unit 304”. Create them from any record's ⋯ menu or from the Tasks page.

Fields: title, assignee(s), due date & time, priority, checklist, attachments, and the linked record (lease, contact, property, request…).
Views: My tasks, board by status, list by due date, calendar.
Reminders: assignees get an in-app/push reminder at the due time; overdue tasks show on the dashboard.
Recurring: set a repeat rule for routine work (monthly meter reading, weekly site visit).

Managers see everyone's tasks with agency.tasks.view_all; staff see only their own.

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