Finding and filtering tasks

You can find all your Tasks on the Main Dashboard, and these can be filtered to show activity for a specific branch and/or negotiator, if you have access to multiple branches.

There are tabs for Todo, Appraisals, Viewings, OffersReviews and Referrals. All of them, apart from Referrals, can be filtered to show all, or for example, just todays tasks, as well as filtering to see Pending, In Progress, Complete and Cancelled tasks. 
For more information on Creating Tasks, click here
For more information on Updating and completing tasks, click here

The Referrals tab shows information about people referred to financial services.
For more information on Financial services referrals, click here

This article includes: 

Finding any task

  1. Click the Home screen tab on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. In the Tasks widget, on the right hand side, click the dropdown menu and select between Show All, Today and Older, Today Only, Future Only and Overdue Only. This filters all the tabs to the chosen setting, except Referrals
  4. Click the relevant tab, i.e. To Do or Viewings
  5. Click the task name to open it

 Note

Completed and cancelled items remain available for 2 months. After this time, if the task has been completed or cancelled and was linked to a contact or property, it'll be stored in the Timeline for those records

Filtering To Do

  1. Click the Home screen tab on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. In the Tasks widget, click To Do
  4. Click the dropdown menu to order the list By Due Date, By Priority, By Property, or By Contact
  5. Click the arrow to sort the order of the list by ascending or descending order
  6. Click the stage management dropdown menu to select between status of Pending, In Progress, Completed, and Cancelled, as required
    1. Click Assigned To Others to see items created by you but assigned to another person
  7. Scroll down the refreshed list to find the required record

Filtering Appraisals

  1. Click the Home screen tab on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. In the Tasks widget, click Appraisals
  4. Click the dropdown menu to order the list By Due Date, By Apt Date (Appointment Date), or By Priority
  5. Click the arrow to sort the order of the list by ascending or descending order
  6. Click the stage management dropdown menu to select between status of Pending, In Progress, Completed, and Cancelled, as required
  7. Scroll down the refreshed list to find the required record

Filtering Viewings

  1. Click the Home screen tab on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. In the Tasks widget, click Viewings
  4. Tick the boxes to view appointments to confirm (Confirm Apt), viewings needing feedback (Get Feedback), and cancelled viewings (Cancellations)
  5. Click the stage management dropdown menu to select between status of Pending, In Progress, Completed, and Cancelled, as required
  6. Click the arrow to sort the order of the list by ascending or descending order
  7. Click the dropdown menu to order the list By Due Date, By Apt Date (Appointment Date), By Priority, or By Property
  8. Scroll down the refreshed list to find the required record

Filtering Offers

  1. Click the Home screen tab on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. In the Tasks widget, click Offers
  4. Click the dropdown menu to order the list By Due Date, or By Property
  5. Click the arrow to sort the order of the list by ascending or descending order
  6. Click the stage management dropdown menu to select between status of Pending, In Progress, Completed, and Cancelled, as required
  7. Scroll down the refreshed list to find the required record

Filtering Reviews

  1. Click the Home screen tab on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. In the Tasks widget, click Reviews
  4. Tick the boxes to view items to review associated with Properties, Contacts, and Deals
  5. Click the stage management dropdown menu to select between status of Pending, In Progress, Completed, and Cancelled, as required
  6. Click the arrow to sort the order of the list by ascending or descending order
  7. Scroll down the refreshed list to find the required record

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