Viewing the Activities for a Listing

The Activity Plans tab lists all plans that have been assigned to the listing. If you want to unassign a plan, click Unassign plan and delete incomplete tasks next to the plan in the list. The plan is unassigned and incomplete tasks are deleted. Completed tasks created from the plan are not deleted and remain in the listing’s Completed Activities list.

The Incomplete Activities tab displays all incomplete tasks, as well as all upcoming key dates for the listing that you have included in your calendar, such as the listing expiry date or closing date.

Note: If a task is created from an activity plan (see About Activity Plans) the activity plan name and the activity type are included in the list. If the activity type is Email or Letter, an icon will appear next to the due date. Click the icon if you wish to send the email or print the letter. Upon clicking the icon, you have the option to update the task to Completed.

The Completed Activities tab displays all completed tasks as well as all past key dates for the listing that you have included in your calendar.