Before you begin
- Check the account working days, hours, timezone and public holidays.
- Agree who owns each task and which property or record it belongs to.
- Choose the view that fits the task; this guide uses populated Week and Agenda examples.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
An owner can keep property visits and administrative follow-up in a single diary with fewer forgotten next actions.
What the workflow coordinates
The interface displays task ownership, dates, overdue indicators and filtered views; repair work orders describe a calendar task tied to the next appointment or response deadline. Agenda dispatch is simulated and a copied link does not establish a live Google/Outlook integration.
What people review
People agree visit times, assign work, check conflicts, confirm changes with affected parties and mark real work complete.
Choose the date and useful view
Open Office calendar and choose among Day, Week, Month and Agenda; use Week for the time grid or Agenda for the chronological examples in this guide. Use Previous, Today and Next to reach the relevant period, keeping the displayed dates and account timezone in view.
The team is reviewing the intended date range in a populated view.
The team is reviewing the intended date range in a populated view.
Filter the work without losing context
Use the task-type, building and cancellation-status filters to focus the list or grid. Read the employee colors, property labels and overdue red outlines together so ownership and urgency remain visible.
The filter scope is understood and the relevant assignee and property remain clear.
The filter scope is understood and the relevant assignee and property remain clear.
Create or open a task with a named next action
Use New task for additional work or open an existing task to inspect its details. Make the action, responsible person and relevant property/record clear in the available form before treating the calendar entry as an agreed appointment.
The task represents a specific action and accountable person, rather than an unexplained block of time.
The task represents a specific action and accountable person, rather than an unexplained block of time.
Reschedule through the supported controls
The Week view documents dragging a task to move it, while keyboard users can open the task and use Reschedule. Review the resulting date, time and affected people in the task, then check its new place in the calendar.
Any revised appointment is checked for its new timing and the people who need to know.
Any revised appointment is checked for its new timing and the people who need to know.
Work through the daily agenda
Select Agenda to read tasks grouped by day with their time, assigned employee, property and current state. Use the row completion control when the action is actually done, and consult My tasks for Today, Upcoming, Overdue or Done when working through personal responsibilities.
Completed actions and remaining work are distinguished without treating Start as verified time tracking.
Completed actions and remaining work are distinguished without treating Start as verified time tracking.
Share the intended agenda and review exceptions
Copy calendar link and Send today’s agenda are the observed sharing controls, with agenda sending explicitly simulated. Review upcoming repairs, key exchanges, rent calls and other exceptions with the team before relying on an external calendar feed or a sent message that has not been verified.
The next day’s responsibilities are understood and the limits of external sharing are explicit.
The next day’s responsibilities are understood and the limits of external sharing are explicit.
What you should have at the end
The intended result is a shared working schedule and a readable daily agenda, with personal progress linked to the same work. After changing a task, check its assignee, status and position in the shared schedule. Agenda delivery and calendar-link services are simulated.
Demonstration notes and availability
- Reviewed against the official demo at demo.estatereal.io. Screenshots are native 3× captures in English/light mode. Preset records and enabled functions can change.
- This review followed navigation, record tabs and unsaved forms. It did not submit payments, signatures, invitations, messages or irreversible record changes.
Useful answers
Which calendar views can I choose?+
Day, Week, Month and Agenda are visible alternatives. Week and Agenda are the populated worked examples here; a later live Month view also showed date cells, task chips and a More count.
Can a keyboard user reschedule a task?+
The observed Week-view instruction says to open the task and use Reschedule instead of dragging.
Does Copy calendar link prove a live external calendar sync?+
No. Use Copy calendar link to inspect the calendar-sharing option for your setup. Calendar-link services and agenda delivery are simulated in the demonstration.