Add a New User

Getting Started with Report Warehouse

Approval Automation

Reopening Tasks

Leonardo247 Glossary of Terms

Logging in to Leonardo247 (Web)

Property Attributes - Setting Property Information

Resolving Missing Documents

Release Notes Web: 12.04.23

Release Notes Web: 11.07.23

Logging out of Leonardo 247 (Web)

Leonardo247 System Requirements

Launching Workflows (Desktop)

Viewing Workflows In Progress

Viewing Unit Workflows In Progress

Launching Unit Workflows (Desktop)

Completing Unit Workflows

Reopening Completed Unit Workflows

Getting Started with Tasks

Completing Tasks 

Reopening Completed Workflows 

Completing Workflows 

Exporting Reports

Marking Tasks as Cannot Do

Locating Past-Due Tasks

Navigating the Library

Getting Started with Dashboard

Creating Folders

Creating Task Reports

Running and Editing Quick Reports

Customizing Reports

Scheduling Saved Reports

Offline Mode

Syncing Data

 Getting Started with the Library 

Editing Categories

Editing Subcategories

Mobile Overview

Logging in to the Mobile App

Document Manager Overview

Saving and Viewing Reports

My Approvals Overview

My Portfolios Overview

On Demand Instructions Overview

Locating Reports 

Industry Resources Overview

Welcome to Leonardo247 

Work Orders Overview

Unit Workflow Overview

Workflow Overview

User Management

Release Notes: Web 1.19.24

Dashboard Overview

Property Overview

Unit Inspections for Due Diligence Projects (Mobile)

Completing a Lease File Audit for Due Diligence Projects

Completing Exterior & Common Area Inspections for Due Diligence Projects

Move-In & Move-Out Inspections with Ledger Posting

Work Orders with Move-In & Move-Out Inspections

Work Orders- Entrata

Work Orders with Move-In & Move-Out Inspections and Ledger Posting

Work Orders- Yardi

Move-In & Move-Out Inspections- Yardi

Ledger Posting- Yardi

Work Orders- MRI

Work Orders- RealPage

Move-In & Move-Out Inspections- RealPage

Leonardo247 Integrations

Change Properties

Spanish: Modo sin conexión (Offline Mode)

Spanish: Sincronización de datos (Syncing Data)

Spanish: Visión general del móvil (Mobile Overview)

Redirect Issues After Logging into Leonardo247 via SSO

New User Activity: Launch New User Survey & Quiz

New User Activity: View Help Center Article

New User Activity: Find & Complete a Workflow Task on Mobile

Actividad Para Nuevo Usuarios: Buscar y Completar una Tarea de Flujo de Trabajo en Móvil

Changing Your Password

Release Notes: Mobile 7.18.24

Uploading Files to Document Manager

Moving and Copying Files or Folders

Release Notes: July 22, 2025

Quickly search and build data views using keywords

Create a Simple Liveboard

Download an Incomplete Task Report

Reports Dashboard Intro, Filtering, and Scheduling

New to Leo

New User Activities - Customer Onboarding

Navigating Leo

Dashboard

Overview

Property

Tasks

Work Orders

Custom Values

Unit Workflow

Unit Workflow Progress

Launch Unit Workflow

Define Unit Workflow

Make Ready Board

Workflow

Workflows In Progress

Launch Workflows

Define Workflows

My Portfolios

Portfolios

Property Groups

Unit

Unit Types

My Approvals

Templates

Action Items

Calendar View

Template Audit

Trigger Templates

Dynamic Forms

Users

User List

Add New User

User Roles

Contacts

Contacts List

Contact Types List

Document Manager

Library

Setup - Portfolio Folders

Setup - Property Folders

Setup - Account Folders

Report Warehouse

Reports Dashboard

Reports

Quick Reports

My Reports

Template Activity Reports

On Demand Instructions

Edit Categories

Edit Subcategories

Edit Instructions

Additional Features

Integrations

Entrata

RealPage

Yardi

Leonardo 247 Mobile

On Demand

More

Spanish Content

Spanish

Release Notes

Troubleshooting

Due Diligence Projects

Industry Resources

<p><span style="color:hsl(0, 0%, 0%);">Leonardo247 centralizes user management, enabling you to view existing users, add new users, and modify roles—all from one convenient location.</span><br>&nbsp;</p><figure class="image image_resized" style="width:80.17%;"><img src="https://cdn-assets.productfruits.com/0e1e2702-1ddc-4f16-9d2a-5b6454adf230"></figure>

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