​

Managing Properties

This guide covers how to add, edit, and organize properties in Taskr.

​

Adding a New Property

​

Step-by-Step

1. Navigate to Properties
2. Click Create New or +
3. Fill in property details:
   • Name (required) - Property name
   • Address - Street address
   • Type - Commercial, residential, etc.
   • Customer - Owner/manager
4. Click Save

​

Required vs Optional Fields

​

Address Autocomplete

1. Start typing address
2. Select from suggestions
3. Fields auto-populate
4. Verify accuracy

​

Editing Properties

​

Quick Edit

1. Click on property in list
2. Click Edit button
3. Modify fields
4. Click Save

​

Bulk Updates

1. Select multiple properties
2. Click Bulk Actions
3. Choose action
4. Confirm changes

​

Property Details Page

​

Overview Tab

​

Available Tabs

​

Managing Units

​

Adding Units

1. Open property details
2. Go to Units tab
3. Click Add Unit
4. Enter details:
   • Unit number/name
   • Type
   • Size
   • Tenant (optional)
5. Click Save

​

Unit Fields

​

Editing Units

1. Go to property Units tab
2. Click on unit
3. Click Edit
4. Update details
5. Save

​

Deleting Units

1. Select unit
2. Click Delete
3. Confirm deletion

Note: Units with linked assets or jobs cannot be deleted.

​

Property Assets

​

Adding Assets to Properties

1. Open property details
2. Go to Assets tab
3. Click Add Asset
4. Complete asset form
5. Assign to property/unit
6. Save

​

Linking Existing Assets

1. Go to Assets tab
2. Click Link Existing
3. Search for asset
4. Select and link

​

Property Types

​

Configuring Types

Property types are configured in Settings:

1. Go to Settings > Property Types
2. Add/edit types
3. Set default fields per type

​

Common Types

​

Linking to Customers

​

From Property

1. Open property details
2. Click Edit
3. Select Customer/Owner
4. Save

​

Customer Relationship

Properties can be linked to customers as:

• Owner
• Manager
• Tenant
• Agent

​

Importing Properties

​

Bulk Import

1. Go to Settings > Import Data
2. Select Properties
3. Download template
4. Fill in data
5. Upload file
6. Review and confirm

​

Template Fields

​

Exporting Properties

​

Export Options

1. Apply filters
2. Click Export
3. Select format (CSV/Excel)
4. Choose columns
5. Download

​

Property Status

​

Active vs Inactive

​

Changing Status

1. Open property
2. Click Edit
3. Toggle Status
4. Save

​

Property Documents

​

Uploading Documents

1. Open property details
2. Go to Documents tab
3. Click Upload
4. Select files
5. Add descriptions
6. Upload

​

Document Types

​

Access Information

​

Recording Access Details

1. Open property
2. Click Edit
3. Add access info:
   • Gate/door codes
   • Key locations
   • Contact person
   • Access hours
4. Save

​

Access Visibility

Access info visible to:

• Assigned team members
• When viewing job details
• Mobile app access

​

Searching and Filtering

​

Quick Search

Search by:

• Property name
• Address
• Customer name
• Reference number

​

Advanced Filters

​

Best Practices

​

Naming

• Use consistent conventions
• Include address for clarity
• Avoid duplicates

​

Data Completeness

• Fill all relevant fields
• Upload key documents
• Maintain unit info
• Track asset details

​

Maintenance

• Set up recurring schedules
• Track compliance dates
• Document completed work
• Review regularly

​

Troubleshooting

​

Common Issues

---

Back to Properties Overview | Back to Documentation Index