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How the Daily Agenda Email Works in Managemate

The Daily Agenda is a morning email, sent for each condo, listing what is due, starting, expiring or renewing that day, plus a short count of items that need attention.

Written by Salim Dharssi

The Daily Agenda is an email that arrives each morning and tells you what is happening at a condo that day. It was previously called the reminder email.

You receive one Daily Agenda per condo. If you have access to several condos, you receive a separate email for each one, and the contents are never mixed.

When you will receive it

  • The Daily Agenda arrives at 7:00 AM (Eastern Time) and covers that same day.

  • You receive one email per condo you have access to.

  • Your Daily Agenda only includes records you have permission to view. Two people at the same condo may receive different emails.

  • If nothing is coming up that day, no email is sent.

What is inside

The email opens with the condo name, then lists everything happening that day in four sections.

  1. Activities, for activities due today or starting today

  2. Projects, for projects starting today or ending today

  3. Invoices, for invoices due today

  4. Contracts, for active contracts expiring today or renewing today

Each item shows the record type icon, its name, the assignee, its tags, and its current status. Where an item is due at a specific time, the time is shown.

A badge on the right of each item tells you what is happening to it:

  • Due, for a task or inspection due today

  • Due at, followed by a time, where a specific time is set

  • Starts, for an item beginning today

  • Ends, for an event or project finishing today

  • Expires, for an active contract reaching its expiry date today

  • Renews, for an active contract reaching its renewal date today

Some items that need your attention

Below the four sections there is a short block of counts. These are not items happening today. They are items that have been waiting.

  • Overdue shows the number of activities and projects that are past their date and not complete

  • Needs update shows the number of unscheduled activities that have gone 14 days or more without a status update, and the number of active contracts that have already expired

An activity with no due date is never technically late, so nothing else in Managemate flags it. The Needs update count is how those activities surface.

To act on them, open the Unscheduled tab in the calendar from your Dashboard. Each activity there shows how long it has been without a status update, and you can sort the list by that.

What is not included

  • Status updates and notes are not included. The Daily Agenda tells you what is scheduled, not what was written. Status updates and notes appear in the Daily Digest and the Weekly Digest.

  • Items due tomorrow are not included. The Daily Agenda covers today.

If you have access to several condos

You will receive one Daily Agenda for each condo, and they arrive together. For a manager carrying a dozen properties, that is a dozen emails in the same minute.

If that is your situation, consider Portfolio Overview as well. It is a single email covering every condo you have access to, showing counts rather than item detail, so you can decide which property to open first.

Most managers receive both, and read Portfolio Overview first. It tells them which properties need attention that day, which turns the individual agendas into a reference they open for the two or three properties that matter, rather than a queue to work through.

How this differs from the other emails

  • Daily Agenda, 7:00 AM, one per condo, covering what is happening today

  • Portfolio Overview, 6:45 AM, one email for all condos, counts only

  • Daily Digest, 5:00 PM, one per condo, covering the last 24 hours

  • Weekly Digest, Friday 5:00 PM, one per condo, covering the last 7 days and the next 7

How to turn it on or off

  1. Log in to your Managemate account

  2. Click your user profile icon in the top right of any page, then select View Profile

  3. Select the Notifications tab

  4. Under Reminders, find Daily Agenda

  5. Turn Email on or off

Green means on. Grey means off.

Every Daily Agenda also has a Manage your notification settings link at the bottom, which takes you to the same place.

Your notification settings apply to every Workspace you have access to. You cannot set a different Daily Agenda preference for one condo and not another.

On mobile: the settings page works the same way. Push notifications only work on mobile devices, and require the Managemate mobile application to be installed with notifications allowed on your device.

Summary

  • The Daily Agenda arrives at 7:00 AM, one email per condo, and covers that day only

  • It lists activities, projects, invoices and contracts, with a badge saying what is happening to each one

  • A count at the bottom shows overdue items, plus unscheduled activities that have been quiet for 14 days or more

  • No email is sent when nothing is coming up

  • Turn it on or off in User Profile > Notifications > Reminders

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