What a deadline is
A deadline is a task of the type reminder. It has no checklist and no agent; it reminds you of something that needs action on a specific date. Deadlines appear separately from other tasks under Meine Fristen (My deadlines).Where deadlines come from
Deadlines from contracts are only generated when the contract data is recorded correctly: contract end, notice period, option, index and stepped rent in the Mietverhältnis (Tenancy) tab of the unit. See Units and tenancies.
Where deadlines appear
- Aufgaben › Meine Fristen: all deadlines you are responsible for
- Dashboard › Fristen & Indizes: options, terms, index & stepped rent and maintenance at a glance, filtered by client and property manager
- Liegenschaft › Handlungsbedarf (Action required): deadlines and missing data of a single property
- Einheit (Unit): deadlines related to the unit’s tenancy
Colors
Deadlines are colored by urgency:
Exact thresholds may differ depending on configuration.
Completing a deadline
1
Open the deadline
Click the deadline in My deadlines or on the dashboard. The context (property, unit, contract or equipment) is linked.
2
Take action
Carry out the actual task, for example send the termination confirmation or commission the maintenance. If a full workflow is needed, create a new task and link it to the deadline.
3
Close the deadline
Set the deadline’s status to Completed. It moves to the Archiv (Archive).