At the top right of the screen on an active tenancy, we have sticky notes. This is a place for you to add any notes on the application that you want to be seen by the team at all times. They will remain in the yellow highlighted box on view at all times.
To add in a sticky note, simply click on the yellow box and add in your important note.
As you scroll down, just underneath sticky notes, is tasks. You can come here to view, manage and create any tasks related to this tenancy.
Click on any task to open up the task detail and manage the task.
To create a new task related to this application, click 'Add New Task' and fill out the task details as normal. The task will be automatically tied to the property.
As you scroll down further, underneath tasks is the timeline. Here you will find all the notes you have made, along with document uploads, and time stamps of each key milestone of the tenancy.
To add in a note, simply write your note in the text box at the top of the timeline and press save.
You can also search for notes using the search bar, and filter through your document notes, and internal notes you have left.
Beta Testing - Sticky Notes, Tasks, and Timelines
