Best practices for Custom Tasks (Now with more flexibility)
Custom Tasks just got an upgrade. You can now add up to 7 custom tasks (up from 3) in Updater Pro | Onboarding, giving your team more control to tailor the move-in experience to your community’s specific needs.
If you’re not already using Custom Tasks to their full potential, now’s a great time to revisit them. A few small updates can go a long way toward streamlining operations, setting clear expectations, and ensuring your residents are truly move-in ready.
What are Custom Tasks?
Custom Tasks allow you to add community-specific move-in to-dos to each resident’s onboarding checklist. Think: reminders to sign a lease, drive positive reviews, and promote resident rewards.
These tasks show up alongside core items like renters’ insurance and utility setup, all in one place. That means fewer resident questions, less back-and-forth with your team, and a smoother move-in process overall.
Best practices for setting up Custom Tasks
Here are a few simple strategies to make your Custom Tasks more effective:
- Keep task names short and specific: Residents should know what’s expected at a glance. Avoid internal terms or unclear phrasing.
- Use links to reduce confusion: Direct residents to the exact form, portal, or resource they need, no digging, no follow-ups.
- Make tasks required to ensure they get done: Tasks such as signing a lease or reserving a move-in time can appear as required on the checklist to ensure they are completed before move-in.
- Include detailed directions for residents: Avoid recurring, common questions from residents by providing community-specific, detailed move-in instructions.
Top Custom Task ideas from real communities
Task title
Sign your lease
Leave a review
Resident portal
Community guide
Storage options
PooPrints / partners
Purpose & example instructions
Reminder to complete lease paperwork. “Your lease will be sent via email. All residents must sign within 5 days of approval.”
Encourage positive reviews. “Please leave us a review and let us know how your lease signing journey has gone!”
Direct residents to your portal. “Access rent, maintenance, and more all in one place.”
Share your move-in handbook. “Includes amenity info, Wi-Fi setup, parking instructions, and more.”
Promote rentable space. “Bike storage available for $10/month. Upload a photo to reserve your spot.”
Register pets or highlight services. “Register your pet to help us keep the community clean.”
In summary
With Updater, you can create a branded, streamlined move-in experience without adding complexity or costs to your process.
The expansion to 7 custom tasks is just one more way we’re continuing to evolve the product to fit your real-world workflows, while keeping it flexible and accessible.
Want to explore more?
Here’s the original announcement about Custom Tasks from last year:
📣 Customize your resident checklists with Custom Tasks ›
Or, if you want to learn how to set them up step-by-step, check out our help article:
🛠️ How to set up Custom Tasks ›
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Best practices for Custom Tasks (Now with more flexibility)
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