Agenda in Advanced Circles Panel
How to Use the MLS Circles Agenda in Inmovilla
The MLS Circles agenda is a tool designed to facilitate the organization and communication of shared tasks among agencies that are part of the same MLS circle. Its main objective is to centralize relevant notices and reminders for real estate collaboration, avoiding mixing with the internal tasks of each agent or agency.
This resource is essential for publishing notifications, coordinating joint actions within the MLS, and keeping all participating agencies informed about key dates, deadlines, and common activities that require joint follow-up.
What is the MLS Circles agenda?
The agenda is integrated within the advanced Circles panel in Inmovilla. Although it shares similarities with a traditional agency agenda, it has a key distinguishing feature: it only shows specific MLS-type tasks.
This means that personal tasks of agents or internal tasks managed in each agency's CRM are not reflected in this agenda. The content is strictly focused on the management, coordination, and monitoring of activities within the selected MLS circle.
Among the most notable features of this agenda are:
Efficient communication of deadlines and relevant dates for all agencies in the circle.
Clear reminders about shared actions and processes that require joint attention.
Timely information about meetings, communications, and procedures related to the MLS.
Publication of tasks exclusive to circle administrators, facilitating internal management.
Quick and visual consultation of common notices through an intuitive calendar view.
Accessing the Circles agenda in Inmovilla
To access the shared agenda, you must first enter the advanced panel of the corresponding circle by following these steps:
Go to Circles from the left sidebar in Inmovilla.
Locate and select the Advanced Panel button located at the top.
Enter the advanced panel.
Select the MLS you want to work with from the dropdown located at the top right corner.
Click on Agenda within the set of tools available for the circle.
It is important to highlight that the MLS selector is essential when an agency belongs to several circles, as it allows viewing tasks independently for each of them, ensuring orderly and specific management.
Interpreting the MLS tasks calendar
The agenda offers a monthly view that facilitates the visualization of tasks distributed throughout the month. Each notice is associated with a day or a date range defined at the time of creation, allowing clear and orderly planning.
The operation is simple: the calendar is consulted to identify active shared actions and their attention dates. When a task has been created for all agencies in the circle, it will be visible in their agendas as long as users have the necessary permission to view MLS tasks.
Procedure to create a new task in the MLS agenda
Task creation is done directly from the calendar or through the add option located at the top of the agenda. It is not necessary to select a specific category, as all new entries are automatically registered as MLS tasks.
Ways to start a new task
From a specific day: click the plus icon that appears in the box corresponding to the desired day.
From the top bar: use the Add task option to open the creation form.
Key information to complete in the form
When opening the creation form, it is essential to provide the necessary data to ensure the notice is clear, precise, and reaches the appropriate audience:
Start date of the notice: indicate the date from which the task should be visible and active.
End date: set the last day the task will remain active in the agenda.
Recipients: select whether the task will be available only to circle administrators or to all participating agencies.
Subject: use a concise and descriptive title that allows quick identification of the task's nature.
Remarks: add additional details, instructions, or context that facilitate the correct execution of the task.
Visibility and recipients of a shared task
The visibility of each task depends on the configuration selected during its creation:
Circle administrators only: the notice will be directed exclusively to those managing the MLS circle, restricting access to other agencies.
All agencies: the task will be visible in the agenda of all member agencies, provided users have the necessary permissions to view MLS tasks.
Before publishing a task, it is advisable to carefully evaluate its scope. For example, operational or internal management notices are more suitable for administrators, while general communications or deadlines should be directed to all agencies to ensure proper dissemination.
Best practices for managing shared tasks
To maximise the effectiveness of the shared agenda, it is essential to follow certain guidelines that ensure clarity and relevance in the notices:
Write clear and specific subjects: avoid generic titles like “Important” or “Pending” that do not provide immediate information.
Define a realistic period: correctly set the start and end dates so that notices remain active for the necessary time without causing confusion.
Describe the expected action: use the remarks field to detail what is expected from each agency or user.
Properly select the target audience: reserve internal tasks for administrators and share only truly relevant information with all agencies.
Avoid creating duplicates: check beforehand if there is already an active task on the same subject to keep the agenda organised and avoid confusion.
Additional functions available in the MLS agenda
Besides consulting and adding tasks, the agenda has a More actions menu that allows access to complementary functionalities to improve management:
Refresh agenda: updates the information visible in the calendar to show the most recent changes.
Pending tasks: facilitates reviewing tasks that are still open and require follow-up.
Follow-ups: provides access to detailed management of follow-ups linked to MLS tasks.
Export data: allows extracting the information contained in the agenda for analysis or external archiving.
Common mistakes when using the Circles agenda
Confusing the MLS agenda with the agency's internal agenda
It is important to remember that the Circles agenda is designed exclusively to show shared MLS-type tasks. Internal or personal tasks of each agent should be managed from the agency's usual agenda to maintain proper order and clarity.
Assigning a task to the wrong recipient
Setting a task only for administrators when it should be visible to all agencies, or vice versa, can cause lack of communication or unnecessary information for certain users. Correctly choosing the target audience is key for effective dissemination.
Using unclear or vague subjects
An ambiguous title makes quick calendar consultation difficult and can cause confusion among agencies. It is essential that subjects allow immediate identification of each task's purpose without needing to open the details.
Not verifying consultation permissions
Publishing a task for all agencies does not guarantee that all users will see it. It is essential that each user has the necessary permissions enabled to view MLS tasks in their profile.
Summary
The MLS Circles agenda in Inmovilla is an essential tool for effective coordination among agencies collaborating within the same MLS circle. It allows creating and managing notices with defined dates, clear subjects, detailed remarks, and a specific scope, whether directed to administrators or all participating agencies.
To make the most of it, it is crucial to keep internal tasks separate from shared ones, write clear and precise notices, review users' access permissions, and use the calendar as the central point for consulting and monitoring common actions within the MLS.
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