Use this area to view Standard Activity Plans and Tasks that are attached to a Listing. Note: This area may be empty when first adding a new Listing since there are no Standard Activity Plans attached yet. Note: This is a viewing screen only and no changes may be made on this page.

1.       Select the Properties Menu/Function button.

2.       Click on the Listings Option Button.

3.       Ensure the appropriate Department is displayed/selected from the Department Drop Down

List. I.e.: Residential. Commercial etc.

4.       Locate the Listing in the grid or see Search for a Listing

5.       Double left click on the Listing to display its details in the Active Window

6.       Click on the Activities tab.

7.       The Activity Plans area displays any Standard Activity Plan that has been attached and

lists both the start and end dates. If there is no end date displayed, this denotes that the Standard Activity Plan is still open.

8.       The Tasks area will display any Tasks assigned the Listing, i.e. whether they are deleted, in

progress, not started or completed. It displays the due date as well as any notes regarding the Task.