Manage tasks and reminders

The Tasks page is your to-do list for deals, projects, and everything around them. Give a task a due date and Re:InvestorHub reminds you as it gets close.

Add a task

Open Tasks

In the sidebar, select Tasks, then select Add Task.

Name the task

Enter a Task Title (required), such as “Schedule property inspection”. Add a Description if it helps.

Set status, priority, and due date

Choose a Status and a Priority, then pick a Due Date.

Field	Choices
Status	To Do, In Progress, Completed, Blocked
Priority	Low, Medium, High, Urgent

Link it (optional)

Choose a Related Deal (Optional) or Related Project (Optional) so the task shows where it belongs. Add an Estimated Cost (Optional) and Notes if you want.

Save

Select Create Task.

What you should see: a message that the task was created, and the task in your list. The cards at the top count tasks by To Do, In Progress, Completed, and Blocked.

Tasks are also created for you as deals move through your pipeline, so you may see some you did not add yourself.

Work through your tasks

• Search tasks… finds a task by text, and the Status and Priority filters narrow the list. Switch between card view and list view with the buttons at the right.
• A red banner reads Overdue Task with a count when tasks are past due. A yellow one reads Task Due Today when something is due today. Overdue dates show in red.
• Open a task’s menu and select Edit to change any field, including the status as work moves from To Do to In Progress to Completed. In list view, the Project column shows linked projects.

To act on many tasks at once, tick their checkboxes (or the box that selects all tasks on the page). Two buttons appear: Mark N done and Delete N.

Deleting a task cannot be undone. You are asked to confirm first.

Reminders

Tasks with a due date send you reminders automatically. You get one reminder 7 days before, 3 days before, and 1 day before the due date, and another when the task is overdue. Each stage is sent once per task, and a completed task stops reminding you. Reminders go to the person who created the task, not to everyone on the team, and a task needs a due date to send any. This applies to tasks created from this release on.

You control how reminders reach you in Settings:

• Daily Reminder Time (in your profile) sets the hour you receive daily task reminders, in your local timezone.
• Task Reminders (under Notification Preferences) has separate In-App and Email switches.

Reminders in the app appear under the bell. See Notifications.

Next step

Notifications

Read your reminders and choose how you receive them.

Phases and tasks

Plan the work inside a renovation project.