Using Tasks

Overview

Pivott’s Tasks feature helps your team manage key dates and to-dos for vendors, properties, and contracts. Get reminders by email or in-app notifications, mark tasks complete, see who completed them, and track everything in a calendar view.

Creating a New Reminder

1. Go to the Home Page and navigate to the Tasks section.

2. Click Add Task.

3. You can search for and select a Property, Vendor, or Contract to associate with the task.
4. Based on your selection:
   • Vendor or Property:
     • Enter a brief description of the task.
     • Select the date the reminder should be sent.
   • Contract:
     • Enter a brief description.
     • Choose when to send the reminder:
       • A specific date, or
       • A certain number of days before, on, or after the contract start or end date.
5. Click Save Task.
   • Use the downward arrow to:
     • Duplicate Entry, or
     • Add Another Entry.

Editing an Existing Task

1. Find the task in the Task list and click to edit
2. Make any necessary changes.
3. Click Save Task to confirm updates.

Deleting a Task

1. Click the Delete (trash) icon next to the task.
2. Confirm by clicking Delete in the pop-up.

Notifications and Email Reminders

In-App Notifications

1. Click the bell icon in the top right corner to view reminders.
2. You can:
   1. Click Mark As Read, or
   2. Delete them by clicking the trash icon.

Email Reminders

• Users receive Reminder Digests summarizing upcoming tasks.

• Digest frequency can be:
  • Weekly
  • Monthly
  • Custom
• To configure digest settings for your organization, please contact your Account Manager or email help@pivott.io — we'll help you get set up!

Completing Tasks

Key Features

• Click the circle next to a task to mark it as complete.
• Completed tasks are automatically hidden from the main list.
• Toggle to view completed tasks at any time.
• View the user and timestamp of who completed the task.
• Applies across all task locations — Vendors, Properties, and Contracts.

Calendar Integration

• Completed tasks are visible in the Calendar View.
• If synced with Google or Outlook, completed tasks will also show as "completed" in your calendar.