See and browse your custom tasks (the Custom Tasks page)

The Custom Tasks page lists your recurring custom tasks: work that an asset group's automation creates as a manual task for your team each cycle, instead of sending outreach to the customer. Filter by status (Scheduled or Complete).

Each row shows when the next task is created (Task Creation), the Task Description, the Property, Asset Group Type, and the Status. This column shows the equipment type the task covers. Click a row to open that specific custom task and its schedule.

A custom task exists because an asset group's Automation Setup is set to Custom Task, so the recurring service creates the task on its cadence rather than emailing or texting the customer.

You can also ask Essential to find custom tasks by description, property, or account, or about the one you're viewing.

Custom tasks page

Where to find it: Automations, then the Custom Tasks page (route /automations/custom-tasks)