Adding a custom lettings progression task

Within Alto, you can add an additional progress task to the list of tasks that require completing, during a tenancy application.

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: 

Adding a custom 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 + Add Custom Task
  6. The Custom Task window opens. The Status of the task is currently Pending as it's new, but you can amend it if required
  7. Type a name for this task in the Description field
  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 relating to the task
  12. Click Save

The new task appears at the bottom of the tasks list, and can be progressed like any other.

Adding a custom 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 + Add Custom Task
  7. The Custom Task window opens. The Status of the task is currently Pending as it's new, but you can amend it if required
  8. Type a name for this task in the Description field
  9. If required, in the Assigned to dropdown menu, click a name to reassign the task to someone else
  10. Target/Due Date for the task can be entered, or selected using the calendar
  11. If required, the task can be given a Priority. In the dropdown menu, click LowNormal, or High
  12. Enter any Notes relating to the task
  13. Click Save

The new task appears at the bottom of the tasks list, and can be progressed like any other.

Adding a custom 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 + Add Custom Task
  7. The Custom Task window opens. The Status of the task is currently Pending as it's new, but you can amend it if required
  8. Type a name for this task in the Description field
  9. If required, in the Assigned to dropdown menu, click a name to reassign the task to someone else
  10. Target/Due Date for the task can be entered, or selected using the calendar
  11. If required, the task can be given a Priority. In the dropdown menu, click LowNormal, or High
  12. Enter any Notes relating to the task
  13. Click Save

The new task appears at the bottom of the tasks list, and can be progressed like any other.

Related articles: 

Completing a lettings progression task

Cancelling a lettings progression task

Adding a custom sales progression task

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