How to Create Dependent/Linked Tasks

This guide shows how to set up linked tasks so follow-ups automatically get due dates based on another entry’s completion. It explains selecting a property or tenant notebook, creating tasks, marking them as “This is a Task,” linking them to an initial entry/task, and setting day offsets. Use it to automate scheduling (e.g., walk-through → punch list) and ensure dependent tasks update when predecessors are completed.

18 steps

How to Create the Initial Entry

From the navigation menu, select **Notebooks**.

To create dependent tasks for a specific **property,** select the **Related Property Notebooks** dropdown menu > Select the **property**.

If you want to create dependent tasks for a specific **tenant**, select the **Related Tenant Notebooks** dropdown menu > Select the **tenant**. *In this example, we will create dependent tasks for a **property**, but the steps are the same whether you are completing them for a tenant, company, or contact.*

To access a notebook for a specific company, family, or contact, go to the companies, families, or contacts page > find the desired entity > select the three-dot menu next to the company, family, vendor, or contact > select notebooks.

Select **New Entry.**

Enter a **name** for the entry > Enter a **date** for the entry > Enter **entry notes**, if needed. *In this example, we note that we have received a Certificate of Occupancy. You can use the date you expect to receive the document if you have not received it yet.*

How to Create Dependent Task(s)

Select **New Entry**.

Enter a **name** for the entry > Enter a **date** for the entry > Enter **entry notes**, if needed > Select the **Assigned User**, if you want to assign the task to a specific individual to complete > Enter their **email**. *In this example, we are using the date on which we received a Certificate of Occupancy. You can use the date you expect to receive the document if you have not received it yet.*

Select the **This is a Task** checkbox > Select **Declared** to toggle **Due On** to **Variant.**

Select the **Linked to Entry/Task** dropdown > Select the **entry/task** to link the task to.

Select the **offset by** **field** > Enter the **days** dropdown > Select the **appropriate option** > Select **Save**. *In this example, we want the Walk Through to be completed within 14 days of receiving the COO.*

*In this example, we need to create another task to be completed once the Walk Through is completed.* Select **New Entry.**

Enter a **name** for the entry > Enter a **date** for the entry (this will appear as the created date in the notebook) > Enter **entry notes**, if needed > Select the **Assigned User**, if you want to assign the task to a specific individual to complete > Enter their **email**.

Select the **This is a Task** checkbox > Select **Declared** to toggle **Due On** to **Variant.**

Select the **Linked to Entry/Task** dropdown > Select the **entry/task** to link the task to > Select the **Based On** dropdown menu > Select the appropriate **option.** *In this example, we want the Punch List task to link to the completion of the Walk Through task.*

Select the **offset by** **field** > Enter the **days** dropdown > Select the **appropriate option** > Select **Save**. *In this example, we want the Punch List to be completed within 7 days of the Walk Through completion.*

Task Completion

The tasks will be listed in the notebook with the task creation date in the first column and the task due date(s) in the right column.

When the first task is marked as completed, the due date for the dependent task will automatically be populated. *In this example, the Walk Through was completed 06/17/2026 (before the 07/01/2026 due date), so the Punch List due date is now 7 days from the Walk Through completion date (06/24/2026).*

How to Create Dependent/Linked Tasks

18 steps

How to Create the Initial Entry

From the navigation menu, select **Notebooks**.

To create dependent tasks for a specific **property,** select the **Related Property Notebooks** dropdown menu > Select the **property**.

Select **New Entry.**

How to Create Dependent Task(s)

Select **New Entry**.

Select the **This is a Task** checkbox > Select **Declared** to toggle **Due On** to **Variant.**

Select the **Linked to Entry/Task** dropdown > Select the **entry/task** to link the task to.

*In this example, we need to create another task to be completed once the Walk Through is completed.* Select **New Entry.**

Select the **This is a Task** checkbox > Select **Declared** to toggle **Due On** to **Variant.**

Task Completion

The tasks will be listed in the notebook with the task creation date in the first column and the task due date(s) in the right column.