The upcoming tasks section towards the bottom of the Housebuilder Pro Dashboard helps you avoid missing the most important sales deadlines. Each plot created in the system has an Activity section. The completion of each Activity stage is essential to complete a sale. Often stages in this process are on hold because a stakeholder in the sale is required to carry out a specific task. Notes added to Activity stages marked with a follow-up task will appear here, pinned to the Housebuilder Pro Dashboard.
Upcoming tasks pinned to the Dashboard can be filtered down with regards to urgency. The 'Show tasks with follow up date' dropdown can be expanded to show Upcoming tasks set within various time frames, from the most urgent ('Today') to the least urgent ('This year'). Some Activity stages indicate that plots are closer to being sold than others, so to see tasks preventing these important checkpoints from being reached, filter your upcoming tasks by stage using the 'Show tasks by stage' dropdown. These selection preferences can be saved for the next time you log in by clicking 'Remember these settings'.