> ## 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 & Notes

> Track work, set reminders, and keep notes linked to properties, tenants, projects, and vendors.

Tasks track things that need doing; Notes capture things worth remembering. Both can be linked to any record in Zeno — a property, tenant, project, unit, or vendor — so they show up where the work happens.

## Views

The Tasks page has four view modes, persisted per user:

* **List** — filterable table view with grouping and sorting
* **Weekly** — a seven-day agenda
* **Monthly** — month view
* **Board** — Kanban columns by status

Switch the owner filter between **Mine**, **All**, and **Unassigned**. Preset tabs above the list: **My Open**, **Overdue**, **This Week**, **All**. Group by Status, Priority, Entity Type, Property, or Assignee. Sort by any column in list view.

## Creating a task

**New Task** opens the form. Required: title. Everything else is optional.

* **Description** — supports @mentions of teammates
* **Priority** — Low, Medium, High, Urgent
* **Start date / Due date**
* **Assignee**
* **Linked entity** — link to a property, project, contractor job, or practice engagement (or several)
* **Recurring** — Daily, Weekly, Monthly, or Yearly, with an interval and weekday/day-of-month picker
* **Attachments** — drop files onto the form

> [!TIP]
>
> Link tasks to entities. "Re-key lockbox" linked to **Parkview Court Apartments** shows up on that property's page — the maintenance tech doesn't need to hunt for it.

## Task detail

Edit any field inline. The activity feed at the bottom shows comments and audit events. Change status to close the task; recurring tasks spawn the next occurrence automatically.

## Notes

Notes live at **Tasks → Notes**. A Note has a title, body, and optional linked entities. Useful for things that aren't work items: meeting summaries, tenant conversations, a bit of institutional memory.

Notes can be referenced from tasks (the task's **Linked notes** field), and they appear on the detail page of any entity they're attached to.

## Templates

Task Templates are reusable checklists for recurring workflows. Build a template once, then apply it to create a set of tasks with relative due dates and priorities already set.

## Settings

**Tasks → Settings** controls column visibility — toggle Status, Priority, Linked To, Due Date, Start Date, and Assignee on or off in the list view.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.