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How to Create and Manage Tasks

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Written by Riz

Need to keep track of important follow-ups, reminders, or property-related work?

RentRedi's Tasks feature lets you create, organize, and manage tasks so nothing falls through the cracks! 🎉

Create a Task

  1. From your RentRedi dashboard, click the ❯❯ (Expand sidebar) button at the top left.

  2. Go to Tasks My Tasks.

  3. Click + New Task.

  4. Enter the task details:

    • Task Title

    • Details/Notes

    • Priority

    • Due/Completion Date

    • Status: Not Complete or Complete

    • Attachments: Upload PDFs or images, such as deposit confirmations.

  5. Click Save.

Your task has been created! ✅

Edit or Complete a Task

Need to update a task or mark it as complete? Here's how:

  1. Go to Tasks ➜ My Tasks.

  2. From your To Do list, select the task you want to update.

  3. Make your changes as needed.

  4. Click Mark Complete if you've finished the task.

When you mark a task as complete, it will move to the Completed tab.

Delete a Task

  1. Go to Tasks ➜ My Tasks.

  2. Find the task you want to delete.

  3. Click the menu under the Actions column.

  4. Select Delete.

Note: Deleted tasks cannot be restored, so make sure you want to remove the task before deleting it.


Need help? ​💬

Contact us! RentRedi Chat Support is available 24/7! Access our Live Chat via the chat bubble in the bottom right corner of the RentRedi dashboard.

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