Creating and Managing Custom To-Do Lists

Creating and Assigning Custom To-Do Lists in Homesphere-HQ

Objective

The objective of this article is to guide you through the process of creating and assigning custom to-do lists in Homesphere-HQ for homeowners to access within the My HomeSphere mobile app.

Key Steps

1. Go to the Homeowner Manager page and select the to-do list tab.
2. Click on "Create a custom list" and provide a name and short description for the to-do list.
3. Enter each individual task with an assigned due date. You can set tasks to recur annually or mark them as one-time tasks.
4. Add more tasks by clicking the plus button or make the list the default for every home.
5. Save the custom to-do list once all tasks are added.
6. Edit or duplicate a to-do list if needed.
7. Assign the to-do list to a specific home by selecting the address in the Homeowner Manager tab and choosing the desired to-do list.
8. Click "Assign" to assign the to-do list to the selected home.

Cautionary Notes

• Ensure that tasks are clearly defined with accurate due dates to avoid confusion.
• Double-check the assigned to-do list to the correct home to prevent errors.

Tips for Efficiency

• Use the duplicate feature to save time when creating similar to-do lists for multiple homes.
• Regularly review and update to-do lists to ensure they remain relevant and up-to-date.
• Contact HomeSphere support for any questions or assistance with creating or assigning custom to-do lists.

Click here for a short video walkthrough