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Adding an Action Plan

Action Plans, sometimes known as trails, are effectively automated to-do lists that are triggered by events in your office. Action plans help you stay on top of day-to-day tasks and maintain a unified work effort amongst your team – ensuring no tasks or to-dos are forgotten along the way.

Integrated as a service in iDashboard, Action Plans can be set up every time a new listing or prospect comes into the picture and provide an automated checklist complete with reminders. You can set up Action Plans for every single step of the real estate sales cycle – set up unlimited, customised action plans for customers or properties, customise trigger what triggers them and more. In iDashboard, your action plans are completely customisable to suit your personal needs.

  1. After you have logged in to iDashboard, hover over the user menu in the top right corner and click Admin & Account Settings.
  2. Click on Action Plans.
  3. You will be taken to the Action Plan Page where you can manage existing Action Plans as well as Add new ones.
  4. To add a new Action Plan click the Add Action Plan button located in the top right corner.
  5. The first thing we need to do is give the Action plan a Name. For example, if you wanted to create a Action Plan that starts when you move a property to under contract, name it "Under Contract Plan." Remember to watch your spelling.
  6. You now need to set the Trigger for your Action plan. The action plan can be set to trigger on a Property or on a Contact in the system. If you choose Property, you will then need to set when the action plan is triggered.
  7. You can then add a description to your plan if you would like to provide more detail.
  8. Press Add Action Plan to create the action plan.
  9. Once you have clicked on Add you will need to add your activities to this plan, and these will be the tasks that need to happen in the office etc. You can assign tasks to an individual employee, an association, or a Role. You can also set how many days after you would like this task to be completed. If you have got the document library and have uploaded some of your own documents, you can attach it to the task. To add another task, click on the little plus button and to delete a task, use the minus button.
  10. Once you have finished adding all of the tasks, press Update. You can add and delete activities from your Action Plan at any time.

For more information on Triggering an Action Plan on a Contact, please refer to this article.

For more information on Triggering an Action Plan on a Property, please refer to this article.


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