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Planner and tasks
The Planner is the shared workspace where a property manager's day comes together. It aggregates five kinds of work into a single list, kanban board and calendar:
| Item | Where it comes from |
|---|---|
| Task | Created directly on the planner, from an arrears case, or proposed by PropManager AI |
| Issue | Findings logged on site |
| Work order | Work dispatched to contractors |
| Ticket | Requests and conversations |
| Maintenance due date | Recurring compliance and maintenance events |
Issues, work orders, tickets and maintenance events keep their own records — the planner shows them without duplicating them. Tasks are the planner's own record: lightweight to-dos with a due date, an assignee, an optional checklist and optional recurrence.
My day
The planner opens on My day: your open items that are overdue or due before the end of today. Switch to All items for the full picture. The dashboard's Upcoming Events card shows the same items for the next seven days.
In this section
- The planner — list, kanban and timeline views, filters and My day
- Tasks — creating tasks, checklists, reminders, recurrence and arrears tasks
Connected tools:
- Outlook calendar sync puts your planner in your Microsoft 365 calendar.
- PropManager AI can list what is on your plate and propose tasks for you to confirm.
Related
Last reviewed 8 July 2026.