This guide provides a step-by-step process for updating job completion dates and statuses in the CRM system, ensuring accurate tracking of tasks. By following these instructions, users can efficiently manage their workload, maintain clear communication with contractors, and keep records up to date. This is essential for effective property management and enhances overall operational efficiency. Viewing this guide will streamline your task management and improve accountability in your projects.
1. Navigate to https://crm.iamproperty.com/Toolbox/TaskList
2. The 'Completion Date' for the job is shown on the line for the job in the Property Management task list.
To change the Completion Date.
4. Click into the job record, by clicking on the address line.
Tip: Tip! This MUST done before the task is completed and saved.
If the task has been completed by the Contractor (shows 'Contractor Completed) and the completion date needs to be updated. Change the 'Contractor Completed' option to 'live', refresh the screen and then you can update the 'completion date' and re save as completed. This area is highlighted on the next screen.
If the agent has completed the task then it cannot be changed.
5. At the end of the 'Job Completion Date' line. Click "Edit Completion Date"
6. Click into here and from the next screen select the date you want to change to.
7. Click "Edit" to save the new date.
8. The "Job Completion Date:" will now show as updated on the screen and also in the task list
9. If required. Now click "Completed" or other option in the dropdown menu.
10. Click "Yes, Change"
Tracking Tasks in the Lettings Activity List
11. All the jobs in this menu will be either approaching or past their 'Completion Date' as set in the task when it was created.
12. Click "Jobs Outstanding"
13. All the currently outstanding jobs will show on the screen, as will all the details about the job. e.g. Completion Date "24/09/2025"
14. Click "3 dot menu" from this menu you can perform various tasks. Including opening the task in Property Management, where you could edit the date.
15. Clicking into the checkbox to the left of the task and then clicking on the Email/SMS or Letter options will allow you to send a communication to the Contractor about the task.
An example of the process from the Activity list.
17. Click here.
Click "Open In property management"
Click "24/09/2025"
Click "Edit Completion Date"
Click this text field.
Click "26"
Click "Edit"
Click "26/09/2025"
18. Updated "Completion Date" shows in task list.
