The Property Dashboard is an efficient tool aimed at simplifying property management tasks by streamlining and organizing mobilisation-related tasks within an estate. Here's a step-by-step guide on how to use it effectively:
Accessing the Property Dashboard: Navigate to the 'Properties' tab in the portal and select 'Mobilisation.'
Overview of Current Sites: The page begins with an overview, displaying all sites currently in mobilisation. This snapshot provides a quick glance at the properties under management.
Filter Options: Utilise filters to search for specific properties, filter by account, and sort tasks based on their status and type.
Managing Tasks for Each Property: Clicking on the 'complete tasks' button for a property opens a new page, displaying outstanding, in-progress and completed tasks specifically for that site.
Task Details and Property Map: Within the tasks page, property details and a map showcasing its location are provided for enhanced context and visualisation.
Task Status Tab: A dedicated tab which displays tasks categorised as outstanding, in progress, and completed, offering a clear overview of the status of tasks across properties.
Managing Outstanding Tasks and Tracking In-Progress Tasks: For outstanding tasks, you have the ability to cancel or mark tasks as complete once actioned, providing control over pending activities. For tasks in progress, track their progress by selecting the 'view progress' button. This feature ensures transparency and allows monitoring of ongoing activities.
Guided Tour Feature: Both pages include a guided tour feature located at the top of the page, offering assistance and guidance for users navigating the Mobilisation Manager.