GuideThe rehab
My work and the calendar
Your tasks across every house, to-dos that don't belong to a house, and everything with a date on one calendar.
- Where it is
- My work and Calendar (in the sidebar, or More on a phone)
My work
My work lists every open task assigned to you, across all your houses, grouped into Overdue, Today, This week, Later, and No due date. The number beside My work in the menu is how many are open.
- Tick a task to finish it. It moves to Done on its house's board.
- Click its title to open it on the board.
To-dos
Some work isn't tied to a house: renew the LLC, call the insurance agent. Those go under To-dos on the same page.
- Step 1: Type it in To-do.
- Step 2: Set a Due date if it has one.
- Step 3: Owners and admins can pick Who it's for.
- Step 4: Choose Add to-do.
Tick the box to finish it. The trash icon deletes it straight away, with no confirmation. A to-do can't be edited; delete it and add it again.
The calendar
Calendar shows a month of everything with a date:
| Item | Comes from |
|---|---|
| Task | A task's start and due dates |
| Event | Something you add here: an inspection, an appraisal, a walkthrough |
| Purchase closing, Sale closing | The house's close dates |
| Loan due | A loan's funded date plus its term |
| Rent due, Lease ends | A house's lease |
| Insurance expires | A contractor's general liability or workers' comp date |
| To-do | A to-do with a due date |
Loan, rent, lease, and insurance dates show for owners and admins. Use the house filter to see one house; insurance dates and to-dos show under All houses. Click anything to go to where it lives.
Add an event
- Step 1: Click the day, then Add event this day.
- Step 2: Fill in What and check the Date.
- Step 3: Add Starts and Ends times, or leave them blank for an all-day event.
- Step 4: Pick a House, or leave it on No house (whole business).
- Step 5: Choose Add event.
Anyone on the team can add events. An event is one day and doesn't repeat.
Send it to your phone's calendar
- Step 1: Open the account menu and choose Calendar sync.
- Step 2: Choose Create calendar link.
- Step 3: Under Which houses, leave Every house or pick one.
- Step 4: Choose Copy link.
- Step 5: Paste the link into your calendar app.
| App | Where to paste it |
|---|---|
| Google Calendar | Other calendars, +, From URL |
| Apple Calendar | File, New Calendar Subscription |
| Outlook | Add calendar, Subscribe from web |
- Your calendar app updates by itself, usually within a few hours.
- It's one way. Changing an entry in your calendar app doesn't change the task.
- The link is shown once. Reset link makes a new one and the old one stops updating. Stop syncing turns it off.
- Keep the link private. Anyone who has it can see your task dates.
On a phone
The calendar is a list by day, showing only the days with something on them.