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Role: Team Lead

Run the workflow.
Unblock the team.

Team leads coordinate field work, legal follow-ups, and lead progression using tasks (Pro plan), document review, and the activity on each lead.

Tasks with due dates and overdue flags

Assign tasks on a lead with a due date, priority and comment thread. Overdue tasks are flagged. Tasks are on the Pro plan.

Task Management
All 2
To Do 2In Progress 0Overdue 1
Lead site
Assignee
Status
Priority
Task
Assigned
Priority
Status
Due
Get EC from Land owner
MR
Medium
Overdue
Get EC from landowner
KK
Medium
To Do
Sample data

Document review workflows with clear actions

Managers and admins verify or reject documents uploaded by field staff, with one of five reason codes and a note. A rejection notifies the uploader and the lead’s assignee; a verification notifies the uploader.

Reject with a reason
Rejection
Unreadable
Wrong document type
Missing pages
!
Data mismatch
Expired or old
Written reason
Verify
Reject
Sample data

Lead-level task pulse and recent activity together

See assignments, task summaries, and operational activity in one place so lead status updates and follow-through stay coordinated.

←
Task pulse
Open 2
OVERDUE 0DUE TODAY 1
Due today
Lead: LS-092 Ponmar layout site
Owner follow-up + EC copy
1: Call land owner
Next 7 days
Site visit + observations
Update locality fields
2: Collect site photos
Assignee
S. Lakshmi
Pulse
Open: 2
Overdue: 0
Due today: 1
Sample data

Competitor stage tracking without switching tools

Keep nearby projects in a list with their prices and the stage you record for each, so pricing decisions use current figures.

Competitor Stage Tracking
Stage list
Project
Stage
Dist
Updated
Project A
Launch
1.8 km
Project B
Under const.
1.6 km
Project C
Pre-launch
1.9 km
Project D
Ready to move
1.7 km
Project E
Pre-launch
1.3 km
Pre-launch
2 projects
Monitor launch risk
Active supply
2 projects
Project A, Project B
Latest update
Project A
Stage changed
Sample data

Audit logs for dispute resolution and coaching

Use the audit log (owners and admins) to confirm what happened and who did it.

Recent Activity
Lead timeline
LS-092 Sriperumbudur plot
Document verified
Patta
Task commented
Get EC from owner
Lead assigned
Meera R.
Timeline card fields
User
Activity
Timestamp
Sample data

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