Tasks
The Tasks page is where you clear the day's chasing. Open it from Tasks in the sidebar.
It holds three lists, each with a live count in the header. A count reads as a dash until that list has finished loading, so a 0 always means the list really is clear:
Follow-ups - appointments with a follow-up date still on them, however far ahead it is due. A recorded feedback reason doesn't take one off the list; clearing the date does.
To-dos - outstanding tasks addressed to you, and anything you add yourself, whenever they start.
Unconfirmed - appointments in the next week still waiting on a confirmation.
Follow-ups and to-dos are not limited to the weeks immediately ahead: anything still outstanding is in the list, whether it is months overdue or booked for next year. The Later group is where the further-out work collects.
A red N overdue badge in the top right totals everything past its due date across follow-ups and to-dos.
How the list is organised
Rows are grouped under headings that tell you how urgent they are (Overdue, Due today, Due this week and Later), with a count on each. A group only appears when it has something in it, so an empty week never shows an empty heading.
The Unconfirmed list groups by when the appointment happens instead: Today, Tomorrow, This week and Later.
Each row leads with who it concerns (the contact's name), then the property address and the appointment date underneath. Where an appointment has no contact, the row falls back to the property, then to the date. A coloured stripe identifies the event type, matching the colours used in the Diary.
Each row carries a badge for its due date. Anything overdue reads as how long it has been waiting ("3 days overdue", "2 months overdue", "6 years overdue"), so the whole list can be compared at a glance; anything still to come reads as "Due today", "Due tomorrow" or the date. The badge sits beside the row on a wide list and underneath it in a narrow one, the same way for every row in that list.
Working through a queue
The most urgent row is selected for you when the page opens, so the panel on the right is ready to use immediately, with no need to click first. While the page is still loading, the list and the panel both show placeholders rather than a message about your workload, so nothing you read on the way in is out of date by the time it finishes. The placeholders are laid out like the thing they stand in for - grouped rows in the list, and the right shape of panel for the tab you're on - so the page fills in rather than rearranging itself around you.
Select any row to open it in the panel. On a follow-up, your cursor lands straight on the field where you record the outcome - the feedback field for a viewing, or Notes for anything else.
Where a contact has a phone number, a call button sits next to the badge and dials it.
Use the up and down arrow keys to move through the rows without the mouse, and Enter to open one.
When you save a follow-up, the queue moves you on to the next row automatically. Save the last one and the panel returns to a summary of what's left.
Recording a follow-up outcome
Selecting a follow-up opens the appointment's Follow-up tab - the same form described in How do I record an appointment follow-up? with your cursor already on the field where you record the outcome. The tab leads with who the appointment was with, the property, when it was and how overdue the follow-up is, plus call and email buttons - so everything the call needs is in front of you rather than on the Details tab.
Mark attendance as Attended or No show. A no show offers Rebook appointment beside it, which opens the same reschedule timeline the Diary uses. Saving there moves the appointment, records the no show and clears the follow-up in one go, so the row leaves your queue without a second save.
On a viewing, choose a feedback reason. On any other appointment type, there is no feedback field - add notes instead. The note opens with whatever was recorded last time and is added to, not typed over, so earlier attempts aren't lost.
Choose what happens next: None, Tomorrow, Next week, or Pick a date. Recording a reason and booking the next chase are one save - pick both, and the row is back in front of you on the date you chose.
Save and next records the outcome and moves you on to the next row. It stays greyed out until something changes, so a save can't quietly do nothing.
No answer, chase tomorrow does the most common outcome of a chase call in one click: it adds a dated "No answer" line to the note, moves the follow-up to tomorrow, and saves. It leaves the feedback reason alone, since nobody picked up and there's nothing to record. It appears on any appointment with a follow-up outstanding.
None clears the follow-up date and takes the row off the queue, so it asks what happened first - a feedback reason or a note, either will do. Otherwise a row could leave your list with nothing recorded about what happened. Marking a No show is the exception.
If you move to another row, close the panel or switch tab with unsaved changes, you're asked before they're discarded.
Adding and completing a to-do
New task in the top right adds a to-do to your own list. Say what needs doing, optionally give it a type and a date to start from, and it appears in the queue straight away.
The To-dos list goes by start date, so a task created with no start date at all is created without appearing in the list. When that happens the confirmation says so and offers Go to task, which opens the new task in the queue alongside the rest. A task starting months or years ahead is in the list as normal, under Later.
Each row carries a tick box: tick it to complete the task, or untick to reopen it. While the change is saving, the tick box becomes a spinner, so you can see it is on its way and can't tick the same task twice. Completing one takes it out of the list and off the counts, and moves you on to the next. Selecting a to-do shows its details in the panel: when it starts, its type, and the linked property.
Confirming an appointment
Selecting an unconfirmed appointment opens its Details tab, where the negotiator, attendee and property each have a confirmation tick box. The row's badge shows how many of them have confirmed so far, for example 1/3 confirmed. A participant who isn't on the appointment at all is left out of the count, so the total only ever includes boxes you can actually tick.
Narrowing a list
The toolbar above the list filters whichever tab you're on:
Mine / Whole team - your own items, or the whole office's. Applies to all three lists.
All dates - narrow to a single urgency group.
All types - narrow to one event or task type. Greyed out on a list that only holds one type, since there'd be nothing to separate.
Search - matches contact names, property addresses, task descriptions and phone numbers.
Soonest first / Latest first - flip the date order. A to-do with no date of its own sits at the end whichever way round you choose.
Filters apply to the list you're looking at and reset when you switch tabs. If a search leaves nothing, the list says so and offers to clear your filters, which is different from the tab being genuinely empty.