Settings and activity

39 results found

1. Display Property Address in Task/Workflow Notifications

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   0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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   Sam Kennedy supported this idea  ·  14 October, 2026

2. Remove the ability to archive a property with incomplete workflow tasks

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   Sam Kennedy supported this idea  ·  14 October, 2026

3. Workflow Search Results – Add “Next Task Due Date” Column

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   0 comments  ·  Property Tree » Search, Filters and Reports  ·  delete…  ·  Admin →
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   Sam Kennedy supported this idea  ·  14 October, 2026

4. Ability to add an Ad Hoc task to a Workflow

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   0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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   Sam Kennedy supported this idea  ·  14 October, 2026

5. Workflow Templates

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   Sam Kennedy supported this idea  ·  14 October, 2026

6. Workflow automation on multiple workflow templates

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   Sam Kennedy supported this idea  ·  14 October, 2026

7. Assign or Filter Workflows and Tasks by Portfolio

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   Sam Kennedy shared this idea  ·  07 October, 2026

8. Filter Communications by Portfolio

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   Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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   Sam Kennedy supported this idea  ·  07 October, 2026

9. Automated Key Return Reminder

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   Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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   Sam Kennedy supported this idea  ·  21 September, 2026

10. Automated communication - more merge fields

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    Ready for Votes  ·  2 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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    Sam Kennedy supported this idea  ·  21 September, 2026

11. Automated communication - termination

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    Ready for Votes  ·  0 comments  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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    Sam Kennedy supported this idea  ·  21 September, 2026

12. Workflows on the Dashboard

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    Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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    Sam Kennedy supported this idea  ·  14 September, 2026

13. Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow

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    Ready for Votes  ·  0 comments  ·  Property Tree » Notes, Tasks and Workflows  ·  delete…  ·  Admin →
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    Sam Kennedy supported this idea  ·  14 September, 2026

14. Reply to an email and use a template

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    Ready for Votes  ·  1 comment  ·  Property Tree » Communications  ·  delete…  ·  Admin →
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    Sam Kennedy supported this idea  ·  26 August, 2026

15. tenant invoices to be linked to creditor disbursements

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    Ready for Votes  ·  3 comments  ·  Property Tree » Commercial  ·  delete…  ·  Admin →
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    Sam Kennedy supported this idea  ·  06 August, 2026

16. Budgeting Features - Outgoings and Rents

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    Ready for Votes  ·  3 comments  ·  Property Tree » Commercial  ·  delete…  ·  Admin →
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    Sam Kennedy supported this idea  ·  10 June, 2026

17. Property tree needs to be able to allow the input of budgets so we can keep track if we are on budget or not at a glance

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    Ready for Votes  ·  0 comments  ·  Property Tree » Commercial  ·  delete…  ·  Admin →
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    Sam Kennedy supported this idea  ·  10 June, 2026

18. Attach bills paid to statements in the order that they appear on the statement when printing the owner statements

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    Ready for Votes  ·  2 comments  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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    Sam Kennedy supported this idea  ·  28 May, 2026

19. Statements and Invoices on one pdf

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    Ready for Votes  ·  3 comments  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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    Sam Kennedy supported this idea  ·  28 May, 2026

20. postal statements auto-print

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    Ready for Votes  ·  0 comments  ·  Property Tree » Transactions and Statements  ·  delete…  ·  Admin →
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    Sam Kennedy supported this idea  ·  28 May, 2026