Community Details

View community statistics, manage lots, and access community tools.

After clicking a community in the list, you land on its detail page. This page shows key statistics, the lots table, and gives you tools to manage the community and its lots.

Community Statistics

At the top of the page, four statistic cards summarize the community's current state:

Statistic

Description

Active Lots

Total number of non-archived lots in this community

Late Walks

Number of lots that have not been walked today

Open Tasks

Total number of incomplete tasks across all lots

Late Tasks

Number of overdue tasks across all lots

Use these cards for a quick health check before diving into individual lots.

The Lots Table

Below the statistics, the lots table lists every active lot in the community. On desktop, you'll see these columns:

Column

Description

Name

The lot name, along with status tags (see below)

Project Manager

The assigned project manager, or "Not assigned"

Target Close

The lot's target close date

Last Walk

How long ago the lot was last walked

On mobile, the table shows a single column with the lot name and status tags for a cleaner layout.

Lot Status Tags

Tags appear next to a lot's name to highlight important states:

  • Walk (orange) — The lot has not been walked today and needs attention.

  • On Hold — The lot has an active schedule hold.

  • Archived — The lot has been archived (only visible when "Show archived" is on).

Searching Lots

Use the search box above the table to filter lots by name or project manager. The search filters as you type.

How to Add a Lot

  1. Click the Create button in the Lots section.

  2. Fill in the lot details:

    • Lot Name (required)

    • Permit # and Date Issued for Permit

    • Plan #

    • Link to Files — URL to external documents for this lot

    • Street Address

    • Target Quarter — the anticipated completion quarter (e.g., Y25 Q1)

    • Project Manager

    • Buyer

    • Start Date and Target Date

  3. Click Save.

ℹ️ Tip: You only need the lot name to get started. You can fill in the remaining details later by editing the lot.

Show Archived Lots

By default, archived lots are hidden from the table. To see them, toggle Show archived to Yes above the table. Archived lots will appear with an "Archived" tag next to their name.

Community Tools

The community detail page provides several actions in the header area:

Action

What it does

Edit

Opens the community editor to update name, brand, address, file folder link, and trade partner assignments

Print Tasks

Opens a printable task report covering all lots in the community

ℹ️ Note: The Edit button is only visible to users with the Community update permission.

Missing Schedule Activity Notes

If any lots in the community have schedule activities that are missing notes, an inbox icon will appear next to the Create button. Click it to review and add the missing notes.

FAQ