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Overview Tab

Updated

Introduction

The Overview tab is the main dashboard for a property in LoftyWorks. It gives you a quick understanding of how the property is performing, what actions you may need to take, and how far it has progressed in the lettings journey. What appears on this tab can change depending on the property’s current status.

 

Summary

 

Accessing the Overview Tab

To open the Overview tab:

  1. Go to Lettings → Properties

  2. Click on a property’s address in the list

  3. You will enter the Property Detail Page

  4. The Overview tab is always the first and default tab

 

Notes & Communications

The centre panel includes the Notes & Communications area, where you can record and review all interactions related to this property.

With the "+" button, you can add:

  • Notes – general remarks

  • Call Log– select a contact and log the call outcome

  • Email Log – record that an email was sent

  • Text Log – log an SMS message

Key behaviours:

  • You choose which contact the activity relates to. If a contact has opted out of calls or texts, you cannot log those activities.

  • Every activity appears both on the Property Detail page and the Contact Detail page.

    • On property pages, logs show the contact name.

    • On lead pages, logs show the property address.

This panel works consistently across all property statuses.

 

Right-hand Panel – To Dos / Property Analytics

The right-hand side of the Overview tab is where you’ll find To Do items and, for Available, Under Offer, Exchanged and Sold properties, Property Analytics.

The Tasks panel shows:

  • System tasks

    • Automatically created by LoftyWorks and cannot be edited

    • Based on property status

    • Not assigned to any agent

    • Only appear within the property (not in My Tasks / Calendar)

  • Manual tasks

    • Created using "+" Add task

    • Must be assigned to an agent (default: primary negotiator)

    • Appear in the agent’s Task Management, Calendar, and (if linked) the Contact Detail page

    • Remain visible across status changes until completed

You can use the settings icon to toggle Show completed tasks and Show system tasks on/off

  • Show completed tasks

    • When off, completed tasks are hidden

    • When on, all tasks are shown

  • Show system tasks

    • This toggle controls whether system tasks are visible.

    • It is on by default.

    • When off, all system tasks are hidden, while manual tasks remain visible.

Both settings are remembered automatically. Your preferences are cached, so the task list will stay consistent the next time you return to the property.

When creating a manual task from a property, the task type is automatically set as a Property, and any reminders include the property details and, if linked, the contact information.

Property Analytics

You’ll see core metrics such as:

  • Number of applications, offers and viewings

  • Days on market

  • Online views across portals (Rightmove / Zoopla)

  • Portal status icons (hover to see whether the property is already published or not)

Clicking More Insights opens a detailed analytics view.

 

Status-specific behaviour on the Overview Tab

Instructed

You may switch a property to Instructed at any time. No checks are required.

  • System tasks are created to help prepare the property for marketing (e.g., landlord questionnaires, AML checks).

  • Some tasks require uploading certificates. Clicking Upload opens the Add Certificate form.

  • Manual tasks can be added via + Add task, e.g. to organise photos, schedule valuations, etc.

Available

When changing a To Let property to Available, LoftyWorks checks:

  • All Required property information is filled

Tasks

  • Manual tasks for this property, as described above

  • No system tasks in Available status

Before changing to Let Agreed and Let statuses, the system again checks:

  • Mandatory property fields

Let Agreed

  • Manual tasks remain visible and can be added or completed as normal.

Let

  • Manage portals is removed in Let status (the property should not be marketed).

  • System tasks focus on post-move-in compliance and handover, such as confirming deposit registration and uploading prescribed information issued to tenant...

  • Manual tasks continue to show and can be managed as usual.

Withdrawn

A withdrawal reason is always required before changing a property to Withdrawn.

  • Shows manual tasks only

  • If the status later changes to Instructed/Available again, system tasks regenerate based on the new status

 

Property Tasks Across LoftyWorks

Manual tasks created from the Overview tab appear in:

  • My Tasks (when you are the assignee)

  • Company Tasks (when filtering by Task Type: Property)

  • Calendar

  • Contact detail page (if the task is linked to a contact)

These tasks always include property information and, if applicable, the linked contact.

System tasks:

  • Do not appear outside the property

  • Do not count toward agent task totals

 

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.

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