Communities

Group lots together in communities.

You can group lots together in communities, allowing those lots to share common settings such as Trade Partner Assignment.

Create a community

To create a community,

  1. Navigate to the communities page by clicking Communities in the navigation.

  2. Click on the Create button.

  3. Add all of the community details.

  4. Click on Save.

You can now assign trade partners to the community and add lots.

Tools Menu

Each community detail page has a Tools button in the top-right corner that consolidates common management actions in one place. On mobile, this appears as a ⋮ (three-dot) icon.

Action

What it does

Edit

Opens the community editor to update community details and settings

Print Tasks

Opens a printable task report for the community

Reassign Tasks

Opens the Reassign Tasks drawer to bulk-move incomplete tasks between trade partners (permission required)

ℹ️ Note: The Edit and Reassign Tasks options are only visible to users with the appropriate permissions.

File folder link

Each community can have a file folder link that provides quick access to shared documents and resources. This link points to an external file storage location (such as Google Drive, Dropbox, or SharePoint) where you can store plans, specifications, contracts, and other documents related to the community.

To add a file folder link to a community:

  1. Navigate to the community details page.

  2. Click Tools → Edit to open the community editor. On mobile, tap the ⋮ icon → Edit.

  3. Find the File Folder Link field.

  4. Enter the URL to your external file storage folder (e.g., https://drive.google.com/drive/folders/...).

  5. Click Save to update the community.

Once a file folder link is added, a View Files button will appear on the community page. Clicking this button opens the linked folder in a new browser tab, giving all users with access to the community quick access to shared documents.

FAQ