How-to guide

Tasks, support tickets and work ownership

The current grouped Work & Operations menu puts Tasks and Support together because they are core execution areas. Tasks sit in the admin controller, while Support is handled through the Tickets controller and related email processing.

Where to click

Use these menu paths first, then complete the action from the screen you open.

Sidebar > Work & Operations > Tasks
Sidebar > Work & Operations > Support
Quick answerThese are the fastest verified steps for this task in the current Proplix build.

Exact steps

  1. Go to Sidebar > Work & Operations > Tasks to create or manage tasks.
  2. Use the task creation action to add a new task, assign the owner and set the due date or priority.
  3. Go to Sidebar > Work & Operations > Support when you need to manage support tickets.
  4. Keep ownership, status and internal notes up to date so work remains visible to the team.
  5. Use the relevant task or ticket record as the single source of truth for follow-up.

What this feature does

  • Tasks are a dedicated Work & Operations menu item in the current menu structure.
  • Support routes through the Tickets admin controller and pipe-log utilities.
  • Ticket notes, notifications, pipe log and email processing are part of the surrounding audited support system.
  • Work & Operations is intended for active execution work rather than configuration.
  • Tasks and tickets are the right home for trackable action, rather than loose reminders alone.

What to do next

  • For email-heavy operational teams, review MailboxAI and Ticket Pipe Log related help in the communications and utilities sections.
  • If the work is property-specific, connect it back to Real Estate or Compliance workflows instead of leaving it only in a generic task list.

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