For Property Managers

Your Portfolio Dashboard

If you manage more than one community, the Portfolio is your home base — a single workspace that pulls together everything assigned to you across every HOA you manage, so you don't have to hop between communities to see what needs attention.

What the Portfolio Is

Management companies usually run several HOAs at once. The Portfolio is a workspace that sits above any single community — it shows the work assigned to you everywhere, and lets you drop into any community the moment something needs you.

Getting to the Portfolio

Open the community switcher at the top of the sidebar and click Portfolio Dashboard. The Portfolio has its own sidebar menu with four items: Dashboard, All Requests, All Tasks, and All Communities.

My Queue Across Communities

The Dashboard opens on My Queue — one combined list of the open requests and tasks assigned to you, pulled from every community you manage.

• Filter by type — all items, just requests, or just tasks
• Narrow to specific communities, or show them all at once
• Overdue tasks are highlighted so they don't slip
• Click any item to jump straight into that community and work it

The Communities Grid

Below the queue, each HOA you manage gets its own card so you can scan the whole portfolio at a glance. Every card shows:

• The community's logo and name
• An at-a-glance “Needs attention” or “All clear” status
• Live counts for open requests, items in your queue, overdue tasks, and new violations

Go to Community takes you straight into that HOA.

All Requests

All Requests is a cross-community inbox: every request from every HOA you manage, combined in one place. The layout mirrors the single-community Requests page — list on the left, full conversation on the right.

• Each request shows a colored badge with the community name so you can tell them apart at a glance
• Filter by community, status (Active, Open, In Progress, Resolved), or assignment
• Star requests to keep track of the ones you're actively working
• From the reading pane you can reply publicly, add an internal board note, change the status, assign to a board member, or use AI draft — all scoped to that request's community
• Click Create Task in the request toolbar to open a pre-filled task form linked to that request — handy when a request needs internal follow-up before it can be resolved

All Tasks

All Tasks shows board tasks from every community you manage in a single list, sorted by due date with overdue tasks flagged in red. Like All Requests, each task shows a community badge.

• Toggle Assigned to me to focus on your own tasks across all communities
• Filter by community to narrow to a single HOA
• Click any task to open a detail modal — update status, reassign, change the due date, or add a comment
• Use Post and Close to add a comment and mark the task Done in one step
• When a task has a linked open request, tick Close Associated Request before posting to resolve the request and notify the resident at the same time

All Communities

The All Communities menu item lists every community you manage in one place, so you can find and open any of them quickly — handy when you manage a long roster of HOAs.

Switching Between Communities

Once you're working inside a community, the switcher at the top of the sidebar lets you jump to another HOA — or back to the Portfolio Dashboard — without losing your place.

1. 1

   Start on the Portfolio Dashboard

   Scan My Queue and the community cards to see what needs you first.
2. 2

   Jump into a community

   Click a queue item or a community's Go to Community button to drop right in.
3. 3

   Switch or come back

   Use the sidebar switcher to move between HOAs or return to the Portfolio.