Adding, completing and cancelling lettings progression tasks

1. Click Progressions on the main navigation bar
2. In the dropdown menu, click Lettings progressions. Then, click All Lettings on the side menu. Click the relevant tenancy from the list
3. In the Transaction Management section, click the Progress tab to list the progressions tasks that are to be completed when setting up a tenancy
   

    Note

   You may notice some lettings progressions tasks have an icon alongside them:

   - the progressions task displays in green and the icon indicates the task is complete

   - the progressions task displays in red and the icon indicates the task is overdue

4. At the bottom, click + Add Custom Task
   
   
5. The Custom Task window opens. The Status of the task is currently Pending as it's new, but you can amend it if required
6. In the Details section, type a Description of the progression task
7. If required, in the Assigned To dropdown menu, click a name to reassign the task to someone else
8. A Target/Due Date for the task can be entered, or selected using the calendar. Change it, if necessary
9. If required, the task can be given a Priority. In the dropdown menu, click Low, Normal, or High
10. Type in any additional Notes
11. Click Save

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

1. Click Tenancies on the main navigation bar
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 progressions tasks that are to be completed when setting up a tenancy
   

    Note

   You may notice some lettings progressions tasks have an icon alongside them:

   - the progressions task displays in green and the icon indicates the task is complete

   - the progressions task displays in red and the icon indicates the task is overdue

6. At the bottom, 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. In the Details section, type a Description of the progression task
9. If required, in the Assigned To dropdown menu, click a name to reassign the task to someone else
10. A Target/Due Date for the task can be entered, or selected using the calendar. Change it, if necessary
11. If required, the task can be given a Priority. In the dropdown menu, click Low, Normal, or High
12. Type in any additional Notes
13. Click Save

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

1. Click Properties on the main navigation bar
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 progressions tasks that are to be completed when setting up a tenancy
   

    Note

   You may notice some lettings progressions tasks have an icon alongside them:

   - the progressions task displays in green and the icon indicates the task is complete

   - the progressions task displays in red and the icon indicates the task is overdue

6. At the bottom, 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. In the Details section, type a Description of the progression task
9. If required, in the Assigned To dropdown menu, click a name to reassign the task to someone else
10. A Target/Due Date for the task can be entered, or selected using the calendar. Change it, if necessary
11. If required, the task can be given a Priority. In the dropdown menu, click Low, Normal, or High
12. Type in any additional Notes
13. Click Save

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

1. Click Progressions on the main navigation bar
2. In the dropdown menu, click Lettings progressions. Then, click All Lettings on the side menu. Click the relevant tenancy from the list
3. In the Transaction Management section, click the Progress tab to list the progressions tasks that are to be completed when setting up a tenancy
   

    Note

   You may notice some lettings progressions tasks have an icon alongside them:

   - the progressions task displays in green and the icon indicates the task is complete

   - the progressions task displays in red and the icon indicates the task is overdue

4. Click the date of the relevant lettings progressions task that is to be progressed
5. A task window opens. Click In Progress or Complete to change the Status of the task
6. In the Details section, if required, use the Assigned To dropdown menu to click a name to reassign the task to someone else
7. A Target/Due Date for the task can be entered, or selected using the calendar. Change it, if necessary
8. If required, the task can be given a Priority. In the dropdown menu, click Low, Normal, or High
9. Type in any additional 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
10. Click Save

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

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

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.

1. Click Tenancies on the main navigation bar
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 progressions tasks that are to be completed when setting up a tenancy
   

    Note

   You may notice some lettings progressions tasks have an icon alongside them:

   - the progressions task displays in green and the icon indicates the task is complete

   - the progressions task displays in red and the icon indicates the task is overdue

6. Click the date of the relevant lettings progressions task that is to be progressed
7. A task window opens. Click In Progress or Complete to change the Status of the task
8. In the Details section, if required, use the Assigned To dropdown menu to click a name to reassign the task to someone else
9. A Target/Due Date for the task can be entered, or selected using the calendar. Change it, if necessary
10. If required, the task can be given a Priority. In the dropdown menu, click Low, Normal, or High
11. Type in any additional 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 lettings progressions task status is In Progress, it will be coloured orange to indicate this in the list.

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

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.

1. Click Properties on the main navigation bar
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 progressions tasks that are to be completed when setting up a tenancy
   

    Note

   You may notice some lettings progressions tasks have an icon alongside them:

   - the progressions task displays in green and the icon indicates the task is complete

   - the progressions task displays in red and the icon indicates the task is overdue

6. Click the date of the relevant lettings progressions task that is to be progressed
7. A task window opens. Click In Progress or Complete to change the Status of the task
8. In the Details section, if required, use the Assigned To dropdown menu to click a name to reassign the task to someone else
9. A Target/Due Date for the task can be entered, or selected using the calendar. Change it, if necessary
10. If required, the task can be given a Priority. In the dropdown menu, click Low, Normal, or High
11. Type in any additional 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 lettings progressions task status is In Progress, it will be coloured orange to indicate this in the list.

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

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.

1. Click Progressions on the main navigation bar
2. In the dropdown menu, click Lettings progressions. Then, click All Lettings on the side menu. Click the relevant tenancy from the list
3. In the Transaction Management section, click the Progress tab to list the progressions tasks that are to be completed when setting up a tenancy
   

    Note

   You may notice some lettings progressions tasks have an icon alongside them:

   - the progressions task displays in green and the icon indicates the task is complete

   - the progressions task displays in red and the icon indicates the task is overdue

4. Click the date of the relevant lettings progressions task that is to be cancelled
5. A task window opens. Click Cancel
6. Click Yes - Cancel This Task when asked if you wish to proceed

In the list of tasks, this task is now marked as Cancelled.

1. Click Tenancies on the main navigation bar
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 progressions tasks that are to be completed when setting up a tenancy
   

    Note

   You may notice some lettings progressions tasks have an icon alongside them:

   - the progressions task displays in green and the icon indicates the task is complete

   - the progressions task displays in red and the icon indicates the task is overdue

6. Click the date of the relevant lettings progressions task that is to be cancelled
7. A task window opens. Click Cancel
8. Click Yes - Cancel This Task when asked if you wish to proceed

In the list of tasks, this task is now marked as Cancelled.

1. Click Properties on the main navigation bar
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 progressions tasks that are to be completed when setting up a tenancy
   

    Note

   You may notice some lettings progressions tasks have an icon alongside them:

   - the progressions task displays in green and the icon indicates the task is complete

   - the progressions task displays in red and the icon indicates the task is overdue

6. Click the date of the relevant lettings progressions task that is to be cancelled
7. A task window opens. Click Cancel
8. Click Yes - Cancel This Task when asked if you wish to proceed

In the list of tasks, this task is now marked as Cancelled.