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Managing Your Schedule & Tasks: Optimising Daily Operations

Managing your schedule effectively is a crucial component of high-level real estate transactions. When dealing with multiple clients, property viewings, and notary appointments, relying on memory is a critical liability.
The PropertyList calendar in month view with events
The calendar holds viewings, tasks and reminders beside each other.
The PropertyList infrastructure provides a centralised Calendar to manage your daily tasks.

Step-by-Step: Managing Your Schedule

Let’s break down the exact operational steps for managing your schedule and deploying new events on the PropertyList platform:
  1. Step 1: Access the Calendar Infrastructure
    · Log in to your secure PropertyList account to access your digital account.
    · On the left-hand side menu, click the “Calendar” tab. This will immediately take you to your centralised visual calendar view.
  2. Step 2: Initiate a New Event
    Once you are inside the calendar view, you have two options to initiate a new task:
    · Option A: Look for the dedicated button that says “New Event” and click it.
    · Option B: Alternatively, you can click directly on the desired time slot on the visual calendar grid where you wish to schedule the appointment.
    3. The New Event dialog with category, title, date and time, agents, email alert, property, contact and notes fields, plus Cancel and Save buttons.
    The New Event dialog holds the title, time, agents, alert, property, contact and notes fields covered below.
  3. Step 3: Define Event Parameters
    You will now be prompted to provide the specific details required to structure the event:
    · Event Title: Make it highly descriptive and clear so you can instantly identify the nature of the event at a glance later on.
    · Start and End Time: Specify the exact start and end time for the task. If it is an all-day occurrence, mark it as such.
    · Event Note: Write any relevant operational notes about the event, such as gate access codes, client preferences, or viewing instructions.
  4. Step 4: Assign Accountability & Set Alerts
    · Agents: Assign the specific staff agent (or multiple agents) who should be linked to this event. Each agent you select will automatically receive internal notifications related to this task.
    · Notifications: Decide when you want the system to notify you about this event prior to its start time.
  5. Step 5: Link Assets
    · Add Property: If the scheduled event is related to a specific property mandate (such as a viewing or an inspection), you can link the active MLS listing here.
    · Add Contact: Link the event directly to a saved contact profile within your Smart CRM - whether they are a client, a direct buyer, or a seller.
  6. Step 6: Save and Deploy
    · Once you have filled in the necessary details, locate the “Save” button.
    · Click “Save” to add the event to your calendar.
Strategic Reminder: Keep your calendar organised and up-to-date. If you have any other questions or need further assistance optimising your workflow, contact our support team.


(Note: The operational instructions provided here are based on the general principles for managing schedules and events within our ecosystem. Because we are continuously upgrading our infrastructure, specific steps or interfaces may vary slightly in future updates. We strive to keep this documentation as current as possible. If you notice any discrepancies, please inform our support network.)

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