Staying organised and focused with Action Plans

Setting up Action Plans

Action Plans, sometimes known as trails, are a new way to manage all of the tasks that need to be done when you create a new listing or prospect.

To create a new Action Plan go to Admin > Action Plans. Then enter the name and description of the plan that you are creating, and select whether this applies to Property or to Contact, and how the plan should be started. Once you have entered these details, click on the Add button.

You can then add the Activities, or tasks, that relate to the plan that you are creating. You can select the type of task (eg call, mail, meeting), give it a descriptive name, and select who should carry out the task, and when it needs to be done. A new task is added by pressing the plus icon , and a task can be deleted by pressing the minus icon . Once you have all of your tasks added and assigned click on the Update button.

Working with Action Plans

An action plan is started from the Action Plan tab in a property or contact record in iDashboard. To start a new action plan, all you need to do is click on the start link to the right of the plan.

Once you have started the plan the tasks will be moved into the Upcoming tab, and you will be able to see the due date for each of the tasks. Once a task has been completed simply tick the checkbox and the task will be moved into the Completed tab.

Your tasks are also displayed in the 'My Tasks' section of your today tab, and are separated into Overdue, Upcoming and Completed tabs. Tasks can be completed through the 'My Tasks' section by ticking the checkbox to the right of the task

You can also see your tasks by going into your calendar in the today tab, and checking your tasks in the 'All Day' section at the top of the day's tasks and clicking on the link for tasks due today, or tasks completed today