Issues & Maintenance Management

Status Progression

Every issue has one of four statuses. New issues start as To Do:

Draft and Archived aren't statuses. A draft is an unfinished issue only you can see, and archiving tucks an issue away on the Archived page whatever its status. Choosing any status on a draft publishes it.

Priority Levels

Switching Views & Sorting

Open the View/Sort menu next to the filters. Under Display, pick Table or Board. Under Order by, choose one of:

• Newest First (the default) or Oldest First, by when the issue was created
• Due Soonest or Due Latest, by due date. Issues with no due date always sort last

Cardinal remembers your sort order and table page size, so the list opens the way you left it next time.

What the Default View Shows

The Issues list is a work queue, so Completed issues drop out of it once they're finished — otherwise a busy portfolio buries the open work under months of closed items.

• Completed issues stay one click away: use the Completed count tab above the table, or select Completed in the status filter
• The All total counts what the table actually renders, so the number and the list always agree
• Count tabs cover In Progress, To Do, and Completed
• Cancelling an issue archives it, so cancelled issues live on the Archived page rather than in this list or its status filter

Due Dates at a Glance

Each row carries a due-date chip that shows how much time is left rather than how old the issue is — what you need when deciding what to work on next. The chip changes color as the date approaches: comfortable lead time, then caution within three days, then Today, then overdue. An overdue chip turns red and shows how many days late the issue is, such as 4d. Very distant or very late dates collapse to 30+d.

Hover the chip for the details — for example, Overdue by 4 days — along with the exact due date and the time zone it's measured in. “Today” is the property's day in the property's own time zone, so an issue turns overdue at midnight at the building, not wherever you happen to be. Issues with no property use your own day.

Once an issue is Completed or Cancelled the chip disappears — a finished issue can't be late.

Advanced Filtering & Search

Bulk Actions

In Table view, tick the checkbox on each issue you want to change — shift-click to select a range, or use the checkbox beside the filters to select the whole page. Then open the bulk actions menu to:

• Assign the selected issues to a teammate, or unassign them
• Set their Status or Priority
• Archive them — or, on the Archived page, Unarchive them

The selection covers only the page you're looking at and clears when you change pages or filters, so an action never touches issues you can't see.

Issue Creation Dialog

The new issue dialog provides comprehensive tools for creating detailed, well-organized issues:

Context & Associations

Link issues to relevant properties, units, and leases for better organization:

• Properties: Associate with one or multiple properties
• Units: Link to specific units within properties
• Leases: Connect to tenant lease agreements
• Related issues: Set parent/child relationships to group connected work, duplicates, or follow-on tasks
• Email Integration: Create issues from email messages — the description arrives prefilled with the message that prompted it, so you don't retype the request

Recurring Issues

For maintenance tasks and inspections that need to happen on a regular schedule, turn on Make recurring in the Scheduling section of an issue. A recurring issue needs a due date — the schedule counts forward from it, so there's no separate start date.

• Frequency: Daily, Weekly, Monthly, Quarterly, or Annually, with Every to set the interval (for example, every 2 weeks)
• Ends: Never, On a date, or after a set number of occurrences
• Auto-creation: The next issue is created as soon as the current one is completed, or when its due date arrives at the property — even if it's still open — so the schedule never stalls
• Preserved details: Title, description, type, priority, assignee, reminder, properties, units, leases, and subscribers carry over to each new occurrence, which starts as To Do
• Stopping a series: Archive or cancel the latest occurrence before the next one is created, and no further issues are generated
• Use cases: Routine inspections, HVAC filter changes, pest control, landscaping, and other scheduled maintenance