Every date that matters, on one calendar.
Every property, asset group and portfolio in Insights has a calendar. Review meetings, report deadlines, actions and follow-ups due, lease expiries and loan maturities arrive on their own; your team adds the rest — the books closing, the owner report going out, a building event. Overdue comes first.
| When | What | Kind |
|---|---|---|
| Oct 15 | Repair rear exit door latch · Pat Lee | Overdue |
| Thu Nov 5 | Books close · Northgate REIT | Key date |
| Tue Nov 10 | Q3 asset review · 10:00 · L12 boardroom | Meeting |
| Fri Nov 13 | Elevator modernization quotes · Maria Lin | Follow-up |
| Mon Nov 16 | October report due | Deadline |
| Fri Nov 20 | Owner report goes out · 3rd Friday | Key date |
| Mon Nov 30 | Northwind Labs · Suite 1200 · renewal planned | Expiry |
The building’s dates, without a spreadsheet of dates.
Most of what belongs on a property’s calendar is already in Insights — the meetings, the deadlines, the actions, the leases and the loans. The calendar shows it where it lives, and your team adds only what Insights can’t know.
Everything with a date
Review meetings, report deadlines, actions and meeting follow-ups due, the key dates your team adds — and on property and asset group calendars, lease expiries and loan maturities from the latest figures. Month or Agenda, overdue first.
Dates that repeat like yours do
Weekly; monthly on its day, the last day, its weekday (the third Monday), the last such weekday, its business day (the fourth business day) or the last business day; or yearly. Move or skip one day without touching the series.
Enter it once
A key date applies to one property, an asset group, a portfolio or — for administrators — every property, and shows on every calendar under it. The books close once for the whole portfolio, not once per building.
A reminder that’s yours
Remind me on the day, or one, two or seven days before — for you alone, across every date in a series. It arrives in Insights, by email and on the iPhone app.
In the calendar you already use
Subscribe in Outlook, Apple Calendar or Google Calendar and it stays up to date there — new dates appear by themselves. Your administrator decides whether calendar subscriptions are turned on.
Printed, and kept
Print a calendar as a PDF or Word document, choosing the dates and kinds. It’s kept with its place under Documents, so it can be opened and sent again.
Books close on the fourth business day. Say it once.
Pick the first date and Insights offers the patterns that date can start. Pick Thursday, November 5, 2026 and it can repeat every Thursday, on the 5th, on the first Thursday, on the fourth business day, or every year on November 5. A monthly date can repeat every 1, 2, 3 or 6 months, and a series can stop on a date you choose.
- Move this one or Skip this one changes a single day; the rest of the series stays put. A skipped day stays listed, faded, so Put back can undo it.
- Business days are Monday to Friday and holidays aren’t taken into account, so move a date a holiday throws off.
- Add a time if it has one. Edit the series and the moves that still fit are kept.
Enter it once. Every calendar under it shows it.
Choose where a key date applies: this property, its asset group, its portfolio, or every property. A date for a portfolio shows on every property in it, so the owner report going out is entered once for all of Northgate REIT. You need edit access to where it applies; dates for every property are for administrators.
- Remind me on the day, the day before, two days before or a week before — yours alone, for every date in the series, arriving that morning where you are.
- Reminders come as a notification in Insights, an email and on the Insights iPhone app. Turn the emails off in My Profile.
- Report deadlines can follow a rule of their own: an administrator can set them on a day of a later month, such as the third Monday of the following month.
Every property’s dates, on one calendar.
Calendar on the left rail puts every property you can open on one calendar, each entry named by its property and shown as that property’s own calendar shows it to you. Click an entry to work on it where it lives. Meeting Schedule and Open Items are the tabs beside it.
- A meeting opens on its Meetings tab, an action on its Actions tab, a deadline on the commentary.
- An asset group’s calendar takes in its buildings’ meetings, actions due and key dates, named by building.
- Every Summary tab has a Coming up card with the next few dates.
| When | Where | What |
|---|---|---|
| Oct 31 | 925 Bay Street | Backfill LOI to lender Overdue |
| Thu Nov 5 | Northgate REIT | Books close Key date |
| Tue Nov 10 | Westbridge Tower | Q3 asset review Meeting |
| Thu Nov 12 | Northgate REIT | Investor update Meeting |
| Mon Nov 16 | 6 properties | October report due Deadline |
| Mon Nov 30 | Harbour Pointe | Bow River Supply lease Expiry |
In your Outlook. On paper when someone asks.
Subscribe gives you your own link to a calendar: add it to Outlook, Apple Calendar or Google Calendar and new dates appear by themselves. It shows the calendar as you see it in Insights, and stops if you lose access. Administrators choose whether people may subscribe, on the web and the iPhone app.
Print makes a property’s, asset group’s or portfolio’s calendar a PDF or Word document, one line per date: the month on screen, the next three or twelve months, the year or dates of your own, with the kinds you choose. It’s made from Insights’ own template or your firm’s, built in Word with WordMerge Studio, and kept with its place under Documents to open and send again.
The property’s calendar, on site.
In the Insights app for iPhone and iPad, each property carries its calendar, and you can add a key date there and choose how it repeats. The reminders you set arrive there as notifications, and Subscribe in Calendar at the foot of a property’s calendar adds it to your phone’s own calendar.
- The same dates, from the same record — what changes at the desk shows on the phone.
- Subscriptions follow your administrator’s choice on the iPhone app as on the web.
Ask what’s coming up — across every property, in one answer.
Ask Insights AI what’s coming up at a property, an asset group or a portfolio, when the books close this month or when a loan matures. Ask what’s due across your properties this week and it answers once, for all of them. AI tools you connect can add key dates, move or skip one day of a series and set your reminder — each shown to you first, and only where an administrator lets agents make changes. There’s no delete: removing a date stays with a person.
- “What’s coming up at Westbridge Tower next week?” — meetings, deadlines, key dates and actions due, overdue first.
- “When does the 925 Bay Street loan mature?” — from the latest figures; a maturity says nothing about a refinancing, and the answer doesn’t pretend it does.
- A preview, then a save — a new key date, a moved or skipped day, your reminder.
Where the dates come from.
See the next 60 days at your properties.
A 30-minute walkthrough: a property’s calendar, a key date that repeats on the fourth business day, a reminder, a subscription in Outlook and a printed copy kept on file.