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Creating a Task Activity from an Issue

Issues that need to be resolved can be actioned in Managemate and tracked to completion.

Written by Salim Dharssi
Updated this week

Fully Responsive User Experience Across Devices

Screenshots of Managemate's mobile application are used in this help article because inspections are normally conducted in the field / on-site at a property with a user's mobile phone.

When working with inspection activities on a laptop or desktop computer, similar steps apply.

1. On any page in Managemate, open the Calendar in your condominium's Workspace by clicking on the calendar icon in the top right of the page.

Opening the calendar in a Managemate workspace.

The calendar may be visible on your page without having to click the Calendar icon if you're in the Dashboard on a laptop or desktop computer with a large screen.

2. Navigate to the inspection activity you want to work with by clicking on the Name of the inspection activity, or by selecting the View option that appears when you open the action menu for that activity.

Finding activities in the Managemate calendar.

By clicking on the name of an activity or the view option in the action menu of an activity, you will be taken to the landing page for that activity.


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3. In the Landing Page for the inspection activity, click the Documents tab to view the list of documents linked to the activity, including the issues captured during the inspection.

Open the list of activities linked to the issue.

4. Find the issue document you want to action, then click the link that displays the number of activities linked to the document.

5. The list of activities linked to the issue should include the inspection activity. Click the Add button to create a new activity and link it to the issue.

Add a new activity and link it to the issue document.

6. Click in the Linked Activity field and then select the Click to Create New Activity option that appears in the dropdown menu.

Create a new activity.

7. Give the new activity a Name.

Entering additional details is optional, such as selecting tags, specifying the assignee, the due date and what section of the management report this task should be displayed on.

8. Click Create to save the new activity in draft.

9. Click Save in the Add Activity or Log an Update popup.

The system will process for a moment, then a chicklet at the bottom left of your page will appear with a link to your new activity. Your activity will also be visible in the Calendar.

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