Tasks & Calendar

The Tasks & Reminders feature in KeyLoft keeps you on top of everything that needs attention across your portfolio — from lease expirations to overdue rent to scheduled inspections. KeyLoft auto-generates many tasks for you so you don't have to remember to create them manually.

Finding Tasks

Access your tasks at More → Tasks & Reminders. You'll see a list of open tasks organized by due date, with the most urgent items at the top. Completed tasks are archived and visible in a separate view.

Creating Tasks Manually

To create a custom task, tap + on the Tasks screen and enter:

• Title — what needs to be done
• Due date — when it needs to be completed
• Property — which property this task relates to (optional)
• Notes — additional details

Auto-Generated Tasks

KeyLoft watches your data and automatically creates tasks when important events are approaching or already occurring. These auto-generated tasks include:

• Lease expiring — generated when a fixed-term lease is approaching its end date, giving you time to renew or list the unit
• Rent overdue — generated when rent hasn't been recorded by the due date plus grace period
• Maintenance follow-up — generated for open maintenance requests that haven't been updated in a while
• Inspection due — generated based on your inspection schedule for each property
• Vacancy alert — generated when a unit is marked vacant
• Security deposit return — generated after a tenant moves out to remind you of the deposit return deadline
• Insurance renewal — generated when property insurance expiration dates are approaching

Auto-generated tasks are created based on your data. The more completely you fill in lease dates, due dates, and property details, the more useful your task list becomes.

Proactive Follow-ups Pro

Find this at More → Tasks & Reminders → Proactive Follow-ups. With Pro, Proactive Follow-ups lets you configure automated sequences of reminders around key events — like a series of lease renewal reminders sent 90, 60, and 30 days before expiration. This is more than a single task; it's a workflow that keeps you proactive rather than reactive.

Calendar View

The Tasks & Reminders screen includes a calendar view that shows all your tasks and due dates laid out on a monthly calendar. Tap any date to see what's due. You can also sync your KeyLoft tasks to your iOS Calendar app through Calendar Settings (More → Settings → Calendar Settings).

Task Completion Tracking

Tap any task to mark it as complete. Completed tasks are removed from the active list and archived. The dashboard action items section shows a count of open tasks so you always know your current workload at a glance.

What's Next

• Configure task auto-generation settings
• Review leases and upcoming expirations
• Set up rent reminder emails