Tasks

Tasks lets you create, assign, share, and manage tasks and subtasks for your team.

Key features

• Create tasks with titles, descriptions, and due dates

• Set priority and status

• Assign each task to one person (including yourself)

• Share tasks with multiple additional users

• Add and manage subtasks

• Comment on a task and @mention teammates

• Set a task to repeat on a daily, weekly, or monthly schedule

Getting started

1. Navigate to the Team section in the left-hand menu.

2. Click Tasks.

Tasks overview

Create New Task

• The green Create New Task button is located on the left-hand side.

• Use it to create a new task.

• The same dropdown also lets you create a Checklist Template or a Standalone Checklist. See the Checklist Templates & Property Checklists article for details.

Search tasks

• Located directly below the Create New Task button.

• Use this search bar to quickly find existing tasks.

Tasks, Templates, and Property Checklists toggle

• The Tasks page has a segmented toggle for switching between your Tasks, your saved Templates, and a Property Checklists dashboard listing every property in your business with a checklist attached.

Creating a new task

1. Click Create New Task.

2. Complete the Task Form, including the following fields:

   • Task Title

   • Task Description: overview of the task

   • Due Date

   • Priority: Low, Medium, or High

   • Status: To Do, In Progress, or Done

   • Assigned To: a task can be assigned to one person only, including yourself

   • Share With: share the task with multiple additional users for visibility

   • Subtasks: add one or more subtasks as needed

   • Repeat (optional): make the task recurring. See Recurring Tasks below

Note: Any field marked with an asterisk (*) must be completed before saving.

Viewing and managing tasks

Once created, tasks appear in the task list on the right-hand side. Select a task to:

• Edit task details

• Update the due date, priority, or status

• Share the task with the entire team or specific additional users

• Add more subtasks

• Post comments and @mention teammates

Adding subtasks

• Click the green plus (+) icon labeled Add a Subtask to create additional subtasks.

Task comments

• Open a task and use the Comments section at the bottom of the detail panel to leave a note for anyone with access to the task.

• Type @ to search for and tag a teammate. Selecting a suggestion inserts their name into the comment.

• Tagging someone on a private task automatically shares that task with them, so the notification can take them straight to it. Team wide tasks are unaffected.

• The task's creator, assignee, and anyone @mentioned are notified when a new comment is posted.

• You can delete your own comments. Owners, Global Admins, and Admins can delete any comment.

Recurring tasks

When creating a task, use the Repeat field to make it recur automatically:

1. Choose a frequency: Does not repeat, Daily, Weekly, or Monthly.

2. Set the interval using the every field, for example every 2 weeks.

3. For a Weekly recurrence, select which day of the week the task repeats on.

4. For a Monthly recurrence, select which day of the month, 1 through 31, the task repeats on.

Leaving Repeat set to Does not repeat creates a normal one time task.

• MyOps automatically generates a new task instance each time the schedule comes due, copying the title, description, priority, assignee, sharing, and subtasks from the original.

• If the scheduler is briefly down, missed occurrences are caught up automatically the next time it runs.

• To stop a recurring series so no further instances are created, use the Stop recurrence option on the task, available to the creator or an Owner or Admin.

Saving changes

• Click Save Changes to apply and store updates.

Overdue task reminders

If your business has overdue task reminders enabled, see Settings > Reminders under the Notifications section, assignees and creators are automatically notified when a task becomes 1, 3, and 7 days overdue.

Checklist templates and property checklists

The Tasks page is also home to reusable checklist templates and the property checklists created from them. See the Checklist Templates & Property Checklists article in this section for full details.