GuideThe rehab
Run the job from the board
Every task on a house in columns from Backlog to Done. Add work, assign it, and move it as it gets done.
- Where it is
- A house › Rehab › Board
- Who can use it
- Owners, admins, and team members on the house
The board is where the job is run day to day. Each card is one piece of work. It sits in a column that says where it stands.
Example
Scheduled · 2
Prime and paint main level
LOOct 17
Install LVP, upstairs
PNOct 20
In Progress · 2
Hang drywall, bedrooms
LOOct 12High
Install kitchen cabinets
DWOct 14
Blocked · 1 · 1 overdue
Electrical rough-in inspection
TSOverdueHigh
The columns
Every house starts with the same seven: Backlog, Ready, Scheduled, In Progress, Blocked, Punch, and Done. Backlog, Ready, and Done start folded to a narrow strip; click a strip to open it.
Add a task
- Fastest: choose Add task at the bottom of a column, type what needs doing, and press Enter. The box stays open for the next one.
- With details: choose Add task at the top right for the full form.
What a task holds
| Field | Notes |
|---|---|
| Title, Description | Only the title is required |
| Status | The column it's in |
| Assignee | One person: someone on Your team, or one of your Contractors and contacts |
| Start date, Due date | Dates put it on the timeline and the calendar |
| Waits on | Work that has to finish first. See Schedule the work. |
| Room, Priority | Priority is Low, Medium, High, or Critical. High and Critical show a coloured stripe on the card. |
| Linked budget lines | Ties the task to the money that pays for it, and sets its trade |
| Photos | Up to 20. The newest one shows on the card. |
| Checklist | Steps inside the task. The card shows progress, such as 2/5. |
| Comments | Notes for the team. Type @ to bring someone in. |
On a task that already exists, photos, checklist ticks, labels, and comments save as you go. The fields above them need Save.
Assign it
Pick the Assignee and choose Save.
- A teammate gets a notification and an email, and the task appears in their My work.
- A contractor with a login sees it on their own page. They aren't emailed, so tell them it's there.
- If the contact's insurance is expired or runs out within 30 days, you're asked “Assign anyway?” first. It warns; it doesn't stop you.
Move a task
- On a computer, drag the card to another column.
- Anywhere, open the card's ⋯ menu and choose Mark done or Move to. This is the way on a phone.
- Or open the task and change Status.
Overdue and blocked
Blocked is a column, not a rule. Move a task there when it can't go forward, and say why in a comment. Blocked tasks are listed under Blockers on the house's Home and drawn in red on the timeline.
Find things
- Search tasks matches the title, description, assignee, and labels.
- Mine, Overdue, and Due this week are one tap each.
- Filter narrows by assignee, priority, and label.
- Group by rearranges the board by Room, Trade, or Person instead of status. Dragging a card to another person's lane reassigns it.
Comments and mentions
Type @ and the start of a name to mention someone. They get a notification and an email with what you wrote. You can mention teammates who can see the house, not contractors. A comment can't be edited; you can delete your own.
Labels
Labels are small coloured tags, such as “Waiting on material.” Owners and admins create them in a task's Labels section. A workspace has three labels in all, shared across tasks, photos, expenses, and contacts, so spend them on what you filter by most.
Export
Export tasks (CSV) downloads every task on the house with its column, priority, assignee, dates, and labels.
On a phone
Columns stack down the screen and fold; tap Show to open one. There's no dragging, so use the ⋯ menu.