Create a Task

This page is where you create a task manually — with every field you need to assign it to the right team member and link it to the right property. Locari also creates tasks automatically when applicant chats require action.

Common Tasks

• Create a task without a template
• Create a task from a template
• Assign a task to a specific team member
• Link a task to a property
• Manage templates

How to

Create a task without a template

1. In the Tasks section, click Create task in the top-right corner.
2. Enter a Title, e.g. "Smoke detector service — Sample St 7".
3. Choose a Type — e.g. Smoke detector maintenance (Group: Compliance).
4. Set the Priority — e.g. High.
5. Optionally choose a Due date — e.g. 30 Jun 2026.
6. Under Links, search for and select the affected property.
7. Click Create task — you are redirected to the task list.

Create a task from a template

1. On the creation page, all active templates appear as buttons above the form.
2. Click a template (e.g. "Annual smoke detector service") — the form fills with default values.
3. Adjust values as needed, e.g. overwrite the due date with a specific date.
4. Click Create task.

Assign a task to a team member

1. Under Assignment, select Specific person.
2. Search for and click the team member — multiple people can be selected.
3. Selected members appear as badges and can be removed individually.
4. With Entire team assignment, all members see the task — no single person is accountable.

Example: Daniela assigns the task "Deposit return — Müller family" (Type: Deposit return, Priority: Normal, due 15 Jun 2026) to her assistant Anna.

Link a task to a property

1. In the form, expand the Links section.
2. Type at least two characters — the search returns matching properties, rental units, applicants, and contacts.
3. Click an entry to link it. Multiple links are allowed.
4. Mark one link as Primary to flag it as the main reference.

Views and Fields

Creation form

• Title — required, max. 255 characters
• Description — optional, free text
• Type — choose from 30+ types across 7 groups (Rental, Tenant management, Maintenance, Compliance, Finance, Acquisition, Other)
• Priority — Low / Normal / High / Urgent
• Assignment — Entire team or specific person(s)
• Due date — optional; past dates cannot be selected
• Links — connect to a rental case, property, applicant, contact, or rental unit

Task types by group

• Rental: Clarification, Follow-up, Document request, Viewing prep, Approval request, Last-minute reschedule
• Tenant management: Rent adjustment, Move-in, Move-out, Deposit return, Operating costs, Tenant complaint
• Maintenance: Maintenance, Repair, Inspection, Damage report, Contractor coordination
• Compliance: Energy certificate, Fire safety check, Elevator maintenance, Smoke detector service, Legionella test
• Finance: Payment reminder, Rent collection, Financing
• Acquisition: Property acquisition, Due diligence, Valuation
• Other: Legal, Meeting, General

Audit and History

Creating a task — manually or by Locari — is recorded with a timestamp and the creator. Subsequent edits also appear in the task's activity history on the detail page.

Permissions and Multi-select

• Create tasks: all team members.
• Use templates: all team members.
• Delete tasks: only administrators — the action is irreversible.
• Create multiple tasks at once: use Recurring tasks or the Task list — filter by type and status, sort by priority.

Related Pages

• Tasks overview
• Task templates
• Recurring tasks
• Applicant details
• Rental units