Completing a lettings progression task

Within Alto, you can advance a tenancy application progress task through to completion.

This can be done from the tenancy progression screen, which can be accessed in any one of three ways, either from Progressions, from the Tenancy or from the Property.

This article includes: 

Completing a lettings progression task from Progressions

  1. Click Progressions on the main toolbar
  2. Click All Lettings on the side menu
  3. Click the relevant tenancy from the list
  4. In the Transaction Management section, click the Progress tab to list the progression tasks that are to be completed when setting up a tenancy
  5. Click the relevant task that is to be progressed
  6. A task window opens. Click In Progress or Complete to change the Status of the task
  7. If required, in the Assigned to dropdown menu, click a name to reassign the task to someone else
  8. Target/Due Date for the task can be entered, or selected using the calendar
  9. If required, the task can be given a Priority. In the dropdown menu, click LowNormal, or High
  10. Enter any Notes to keep your colleagues appraised of the tasks current progress
    1. If the task status has been changed to Complete, the Completed date will default to todays date. You can amend this by overtyping it, or, by selecting the relevant date using the calendar
  11. Click Save

If the task status is In Progress, it will be coloured orange to indicate this in the list.
mceclip0.png

If the task status is Complete, it will be coloured green to indicate this in the list.
mceclip1.png

It will also be shown dated, with a tick alongside, to show that it's no longer outstanding. The Progress meter will increase by a percentage accordingly.
mceclip2.png

Completing a lettings progression task from the Tenancy

  1. Click Tenancy on the main toolbar
  2. Select the relevant tenancy from Recent & Favourite Tenancies
    1.  Alternatively, find the tenancy using the Search Tenancies bar in the top right
  3. Click Tenancy on the side menu
  4. Click Progression
  5. In the Transaction Management section, click the Progress tab to list the progression tasks that are to be completed when setting up a tenancy
  6. Click the relevant task that is to be progressed
  7. A task window opens. Click In Progress or Complete to change the Status of the task
  8. If required, in the Assigned to dropdown menu, click a name to reassign the task to someone else
  9. Target/Due Date for the task can be entered, or selected using the calendar
  10. If required, the task can be given a Priority. In the dropdown menu, click LowNormal, or High
  11. Enter any Notes to keep your colleagues appraised of the tasks current progress
    1. If the task status has been changed to Complete, the Completed date will default to todays date. You can amend this by overtyping it, or, by selecting the relevant date using the calendar
  12. Click Save

If the task status is In Progress, it will be coloured orange to indicate this in the list.
mceclip0.png

If the task status is Complete, it will be coloured green to indicate this in the list.
mceclip1.png

It will also be shown dated, with a tick alongside, to show that it's no longer outstanding. The Progress meter will increase by a percentage accordingly.
mceclip2.png

Completing a lettings progression task from the Property

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Actions
  4. In the dropdown menu, click Lettings Progression
  5. In the Transaction Management section, click the Progress tab to list the progression tasks that are to be completed when setting up a tenancy
  6. Click the relevant task that is to be progressed
  7. A task window opens. Click In Progress or Complete to change the Status of the task
  8. If required, in the Assigned to dropdown menu, click a name to reassign the task to someone else
  9. Target/Due Date for the task can be entered, or selected using the calendar
  10. If required, the task can be given a Priority. In the dropdown menu, click LowNormal, or High
  11. Enter any Notes to keep your colleagues appraised of the tasks current progress
    1. If the task status has been changed to Complete, the Completed date will default to todays date. You can amend this by overtyping it, or, by selecting the relevant date using the calendar
  12. Click Save

If the task status is In Progress, it will be coloured orange to indicate this in the list.
mceclip0.png

If the task status is Complete, it will be coloured green to indicate this in the list.
mceclip1.png

It will also be shown dated, with a tick alongside, to show that it's no longer outstanding. The Progress meter will increase by a percentage accordingly.
mceclip2.png

Related articles: 

Adding a custom lettings progression task

Cancelling a lettings progression task

Completing a sales progression task

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