Execute Tasks Like a Pro from Your Homepage

Your Homepage is mission control for daily deal execution. The interactive task board helps you power through your to-do list while keeping deal financials top-of-mind.

Your Daily Command Center

The Homepage provides:

• Interactive Task Execution Board - Work through tasks systematically
• Financial Context - See deal metrics for each task
• Execution Tools - Quick access to email and calling
• Progress Tracking - Task completion statistics

How Task Execution Works

Start Your Work Session

1. Click the Start button on your homepage
2. Tasks appear one-by-one in priority order
3. Each task shows associated deal financials
4. Complete tasks using integrated tools

Task Types You'll See

• Email Tasks - Follow up with sellers or brokers
• Phone Call Tasks - Scheduled conversations
• Meeting Tasks - In-person or video meetings
• General Tasks - Research, document review, etc.

The Power of Financial Context

Why This Matters

When a task pops up, you immediately see:

• Deal asking price and SDE
• Key financial ratios
• Investment potential
• Current pipeline stage

This context helps you:

• Prioritize high-value opportunities
• Tailor your communication approach
• Make quick go/no-go decisions
• Maintain deal momentum

Integrated Communication Tools

Email Integration

• Click to compose emails using your preferred email client
• Uses "mailto:" to open your default email application
• Task context automatically available for reference

Call Management

• One-click calling through your preferred service
• Task details visible during calls
• Easy follow-up task creation

Task Completion Tracking

Real-Time Statistics

Your homepage shows:

• Tasks Due Today - Immediate priorities
• Overdue Tasks - Items needing urgent attention
• Completed Tasks - Progress tracking
• Success Metrics - Task completion rates

Weekly Progress Review

Use these stats to:

• Identify productivity patterns
• Balance workload across deals
• Ensure no opportunities fall through cracks

Strategic Task Execution

Morning Routine

1. Review overnight updates and new tasks
2. Prioritize based on deal financial potential
3. Start task execution session
4. Focus on high-SDE deals first

End-of-Day Review

• Complete any remaining urgent tasks
• Schedule follow-ups for next day
• Update deal stages based on task outcomes
• Review progress statistics

Pro Tips for Maximum Efficiency

Batch Similar Tasks - Group all calls together, then all emails Use Financial Context - Let deal metrics guide your effort level Stay Focused - Work through tasks systematically without jumping around Update Immediately - Mark tasks complete as you finish them

Integration with Other Views

The Homepage task system connects with:

• Listings Page - Create and manage tasks for specific deals
• Pipeline View - Visual task indicators on deal cards
• Individual Deal Pages - Detailed task management

Ready to create and manage tasks effectively? Check out "Master Tasks and Follow-ups for Every Deal"