Tasks

Manage all to-dos in one place — from applicant clarifications to smoke detector maintenance, prioritised and assigned to your team.

The Tasks section gives you a single view of everything that needs to get done — whether Locari created a clarification task automatically or you added a maintenance item yourself. All open items, sorted by priority, at a glance.

What Locari does automatically: Creates tasks for clarifications, document requests, and last-minute appointment changes whenever an applicant chat requires action. What you decide: Adjust priority, assign the task to a team member, mark it done, or delete it.

Common Tasks

Create a task manually
Assign a task to a team member
Mark a task as complete
Filter and search tasks
Set up recurring tasks
Manage templates

How to

Create a task

Click Create task in the top-right corner.
Choose a title, type (e.g. Repair), and priority — optionally set a due date.
Under Links, select the affected property or rental unit, e.g. "Sample Street 4, Apt. 2".
Save — the task appears in the list immediately.

Example: Stefan creates a task "Kitchen tap dripping" (Type: Repair, Priority: High, due Fri 16 May) for the Müller flat.

What Locari does automatically: For applicant clarifications or last-minute appointment changes, Locari creates the task itself — including priority and applicant context. What you decide: Adjust the due date, assign the task to a team member, or clarify the title.

Assign a task

Click a task in the list to open the detail view.
Click Assign, switch assignment to Specific person.
Select a team member from the list — they see the task immediately in their filtered view.

Complete a task

Click a task in the list to open it.
Click Complete, optionally add a completion note.
The task moves to Completed status and counts towards "completed this week" in Analytics.

Filter and search

Use the filter bar to narrow down by Status, Type, Priority, and free text simultaneously. The list sorts automatically: urgent tasks first, then overdue, then by due date.

Views and Fields

Task list

Each row in the list view shows:

Task title
Type (e.g. Repair, Clarification, Move-in)
Status: Pending / In Progress / Waiting / Completed / Cancelled
Priority: Low / Normal / High / Urgent
Due date (shown in red when overdue)
Assignment: Team or a named team member

Stats header

At the top of the page you see at a glance:

Number of active tasks (Pending + In Progress + Waiting)
Number of urgent tasks
Number of overdue tasks

Analytics tab

The Analytics tab covers the last 30 days:

Tasks completed over time (bar chart)
Distribution by type and priority
Team performance: who completed how many tasks

Audit and History

Every status change for a task (created, assigned, completed, deleted) is stored with a timestamp and the actor. For tasks created automatically by Locari, the actor is "Locari AI".

Retention: Completed and cancelled tasks remain visible permanently (use the "Show completed" filter). Deleted tasks are removed permanently.

Note: Do not delete tasks that may serve as evidence for completed inspections or maintenance. Mark finished tasks as complete instead.

Permissions and Multi-select

Visible to: all team members of the account.
Create and edit tasks: all team members.
Delete tasks: only administrators — the action is irreversible.
Multiple tasks at once: use the Task list to filter by status, type, and priority and work through a group efficiently.