> ## Documentation Index
> Fetch the complete documentation index at: https://zenorent.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> Cross-module tasks, notes, reminders, recurring work, and linked entity follow-up

Tasks is the cross-module work tracker for Zeno. Use it for follow-up that belongs to a property, tenant, project, vendor, customer, engagement, or internal owner, and use Notes for context that needs to stay searchable without becoming a work item.

## Sidebar

| Item | What it's for |
| - | - |
| **Tasks** | Open work, reminders, recurring tasks, views, filters, and activity |
| **Notes** | Searchable notes with entity links and attachments |

## Creating tasks

Create a task when someone needs to do something. A task can hold a title, description, assignee, priority, start date, due date, linked entities, recurrence, subtasks, comments, and attachments.

Link tasks to the record they belong to. A task linked to a tenant, project, vendor, contractor job, customer, or engagement appears from that record's detail page as well as in the main Tasks module.

See [Tasks & Notes](https://zenorent.com/docs/workflow/tasks.md) for the full task form, views, filters, recurrence, templates, and column settings.

## Choosing a view

Use the view switcher on **Tasks** based on the kind of work you are managing:

* **Weekly** for due-date planning
* **Monthly** for calendar scanning
* **Board** for status movement
* **List** for filtering, grouping, sorting, and batch review

The owner filter switches between **Mine**, **All**, and **Unassigned**. Preset tabs show **My Open**, **Overdue**, **This Week**, and **All**.

## Working from module records

Tasks become more useful when they are linked to the record where the work happens:

* Rental teams can link tasks to properties, units, tenants, vendors, and invoices.
* Development teams can link tasks to projects, buyers, unit sales, vendors, bills, and payments.
* Contractor teams can link tasks to jobs, customers, vendors, estimates, and invoices.
* Practice teams can link tasks to clients, businesses, engagements, invoices, and payments.

Use the main Tasks module for planning across the organization. Use the record detail page when you are already inside the work and need only the tasks attached to that record.

## Using notes

Use **Notes** for meeting summaries, phone calls, instructions, and other context that should not become an open task. Notes can link to the same kinds of entities as tasks and can carry attachments.

A note can also be linked from a task when the task needs background context.

## Templates and settings

Task Templates create reusable checklists for repeated workflows. Apply a template to create a set of tasks with relative due dates and priorities already filled in.

Task settings control which columns appear in list view, including status, priority, linked record, due date, start date, and assignee.


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