Resvu allows you to create and duplicate tasks across your portfolio. This ensures important internal processes are consistent, repeatable, and easy to track.
How to duplicate tasks
Step 1.
Action from the table:
Action from the task modal:
Step 2.
Confirm which properties you want to duplicate.
Step 3.
Assign the duplicated tasks to the relevant community and confirm.
Common task management applicaitons:
Meetings and governance
Committee and owner meetings involve preparation, documentation, and follow-up.
AGM preparation – notices, agendas, proxy forms, financials, meeting packs.
EGM preparation – drafting resolutions, sending notices, scheduling.
Committee meeting preparation – agenda setting, distributing documents, booking venues or online links.
Post-meeting actions – distributing minutes, updating registers, implementing decisions.
Compliance and administration
Many compliance requirements repeat annually and can be streamlined and tracked.
Insurance renewals – requesting quotes, gaining approvals, confirming placement.
Annual fire safety statements (AFSS) – booking inspections, consolidating reports.
WHS compliance – hazard registers, contractor inductions, safety checks.
Essential services checks – lifts, fire systems, HVAC, emergency lighting.
Annual budget preparation – drafting, committee review, levy notices.
Annual audit coordination – preparing and providing financial documents to auditors.
Maintenance and repairs
Planned and preventative maintenance benefits from structured scheduling.
Preventative maintenance – lift servicing, HVAC checks, gutter cleaning, pumps.
Defect liability period checks – inspections, reporting, builder follow-ups.
Capital works planning – 10-year plans, gathering quotes, committee reviews.
Utility contract reviews – electricity, gas, and water renewals.
Owner and resident services
Routine owner and resident tasks can be standardised to save time.
Welcome/onboarding packs for new owners and residents.
By-law breach follow-up – issuing notices, tracking responses, escalating.
Access control management – issuing or removing fobs, remotes, keys.
Resident communication cycles – newsletters, building notices, community updates.
Finance and levies
Financial tasks are often time-sensitive and can be managed more efficiently with a standardised and repeatable process.
Levy notices – preparing and issuing each quarter.
Arrears follow-up – reminders, escalation to debt collection.
Supplier payment cycles – invoice approval, payment scheduling.
BAS preparation support – collating records for accountants.
Why duplicate tasks?
By setting up these common internal task processes, you can:
Save time by reusing repeatable processes.
Reduce errors and missed steps.
Ensure consistency across your portfolio and team.
Train new staff with standardised workflows.
👉 Tip: Once set up, tasks can be duplicated and customised for each community, making them flexible for both recurring and one-off requirements.