Managemate provides all the essential fields you need when creating an activity, making it easy to capture all important details for condo operations.
Option 1: Creating a New Activity from the Dashboard of the Managemate Application
Click the create new dropdown
Select Create an Activity (choose if task or an event).
Fill in the activity creation form.
Click the create button to save the activity.
Option 2: Creating a New Activity from the Activities Section of the Managemate Application
Access the activity section from the left-side menu.
Click the Create Activity button.
Fill in the activity creation form.
Click the create button to save the activity.
Option 3: Creating a New Activity from the Calendar
Click the calendar icon in the top-right corner of the page
Click on the date where you want the activity to start
Select the green + icon to create a new activity.
Fill in the activity creation form.
Click the create button to save the activity.
Description of the Fields in the Activity Creation Form
Here’s a quick overview of the fields you will see in the activity creation form and what they’re used for
Task - is a type of activity that needs to be completed. Selecting this option, assignee field will appear, where you can choose which user(s) will handle the task
Event - is a type of activity that is scheduled to take place on a certain date, like a meeting. Selecting this option, organizer field will appear, where you can choose which user(s) included in that event
Activity Name (required) – enter the activity name or title
Flag – toggle the flag icon if the activity requires special attention.
Activity Description – enter the details or purpose of the activity.
Tags – add one or more tags to categorize, identify, and easily retrieve the activity. You can also create new tags within the form.
Please refer to the article “What is Managemate Tags Feature” to learn more
Start Date – add the start date of the activity if you want to specify when it begins.
Due Date (required) – enter the completion date (for tasks) or scheduled date (for events)
Note: Activities will appear in the Calendar based on the due date (if no start date is set).
Assignee/ Organizer – select one or multiple users (including yourself) to assign the activity.
Linked Documents – link the activity to a related document record to keep everything centralized, accessible, and organized for smoother activity management. (e.g., meeting minutes, agendas, and financial statements for a “Board Meeting” activity)
Linked Vendors – link the activity to a related vendor to easily keep everything centralized, accessible, and organized for smoother vendor management. (e.g., Bell Canada, 4Seasons HVAC Solutions, Begley Overhead Doors, etc.)
Cost Estimate – provide an estimated cost and a description if needed.
Recurrence – set the activity to repeat daily, weekly, monthly, or annually.
Please refer to the article “How to Setup Reoccurring Activity in Managemate” to learn more
Tip: If the activity is already complete at creation, select a completion date and click Mark as Complete.
Have a question?
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