Template rating sets can automatically create a HappyCo task, or a work order in your Property Management System (PMS) if a work order integration is set up, when an inspector selects a linked rating such as "needs repair," "damaged" or "unacceptable." For resident-led inspections, issues that need follow-up trigger the necessary work orders or tasks automatically, which gives property managers reassurance during data reviews.
🎬 Watch it in action: Watch: Claude can now create and update work orders (MCP) (no outro)
 In this article
Rating types that can create tasks or work orders
- Checkbox rating: checking the designated box during an inspection triggers a work order or task.
- Selector or radio rating: individual options (for example, "unacceptable") can each be set to trigger a work order or task.
Before you start
- Administrator permissions to edit templates (required by default).
- Integration configuration: if you create work orders through an integration, your template can create a single work order or multiple work orders, depending on how your integration is configured.
- Work orders vs. tasks: if the Inspection Work Order integration is enabled for your property, work orders are created instead of tasks.
 Checking or turning on the Inspection Work Order integration
Integration settings are in the Manage web app under Settings > Integrations. Customers don't turn the integration on themselves: HappyCo sets it up with you once your PMS has granted access.
To check whether it's on for your properties, or to change it, contact HappyCo Support.
 Where each part happens
- Admins set up rating sets in the Manage web app, under Settings > Templates > Edit Template.
- Inspectors pick ratings while doing the inspection in the mobile app.
- The task or work order is created when the inspection is completed.
Set up a checkbox rating to create a task (Manage)
  Open Manage on the web
Navigate to Manage.
  Go to Settings, then Templates
Go to Settings and select Templates on the left side.
  Open the inspection template
Search for the inspection template you want to manage and click Edit Template.
  Select the item
Click the item where the rating set resides.
  Choose the rating type
Click the rating type you want.
  Select Create Task
Select the Create Task option.
 Tip
During an inspection, selecting this checkbox triggers the creation of the work order or task.
 One item can create several work orders
Depending on your setup, multiple work orders can be created from a single inspection item.
Set up selector or radio ratings to create a task (Manage)
  Open Manage on the web
Navigate to Manage.
  Go to Settings, then Templates
Go to Settings and select Templates on the left side.
  Open the inspection template
Search for the inspection template you want to manage and click Edit Template.
  Select the item
Click the item where the rating set resides.
  Assign Create Task to the options that need follow-up
Assign the Create Task setting to each individual option (such as "unacceptable") where follow-up is required.
 Tip
During an inspection, selecting any of these configured options triggers the creation of the work order or task.
 Finding Create Task on each grade
Create Task sits under each grade, alongside Require note, Require photo and Custom score.
| Issue | Cause | Resolution |
|---|---|---|
| A rating is selected during an inspection, but no work order or task is created. | The Work Order / Task integration is not enabled for the inspection template or account, so rating-triggered follow-up items are not generated. | Confirm the integration is enabled for the applicable account, property and inspection template. Once enabled, run a test inspection using the configured rating to confirm a work order or task is created as expected. |
| A rating is selected, but no work order or task is created after the template was recently configured. | The inspection template was not saved after the rating configuration was added or updated, so the inspection still uses the previous template behavior. | Open the inspection template, confirm the rating trigger configuration is present, then save or publish the template changes. Start a new inspection from the updated template and test the rating again. |
| A rating creates no work order or task for one property but works for another. | The integration or rating-trigger configuration is assigned to a different property than the one where the inspection is being performed. | Verify the property tied to the inspection, then compare it against the property configured for the integration or template. Update the configuration so the correct property is linked, then test with a new inspection for that property. |
Frequently asked questions
Do resident-led inspections need extra setup to create tasks or work orders?
No extra setup is needed on the template. Rating sets with Create Task work the same way whether staff or residents complete the inspection: the task, or the work order if your integration is on, is created when the inspection is completed.
Is a task created the moment a rating is picked?
No. The task or work order is created when the inspection is completed.