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FeaturesPurple PepperUpdated April 7, 2026

Outstanding Items

Outstanding Items

The Outstanding Items view (/dashboard/outstanding-items) gives you a single place to see and act on everything that needs attention across your portfolio — incomplete tasks and compliance documents that have expired or are expiring soon.

Accessing the View

Click Outstanding Items in the dashboard sidebar (between Tenancies and Renewals). It is identified by the alert-circle icon.

Summary Cards

At the top of the page, four cards provide an at-a-glance count of items requiring attention:

CardWhat it counts
Pending TasksAll incomplete todos across every tenancy
Overdue TasksTodos whose due date has passed
Expired ComplianceCompliance documents past their expiry date
Expiring SoonCompliance documents approaching their expiry date

The cards refresh automatically every 30 seconds.

Tasks Tab

The Tasks tab lists every incomplete todo across your portfolio, sorted so overdue items appear first.

Columns

ColumnDescription
(checkbox)Click to mark the task complete immediately
TaskTitle and optional description
TypeCategory of the task (see types below)
PriorityUrgency level with colour-coded badge
Due DateFormatted date; overdue dates shown in red with relative time
Assigned ToThe role the task is assigned to
Property / TenantProperty address and tenant name, with a link to the tenancy record

Task Types

CodeLabel
cost_breakdown_signCost Breakdown
holding_deposit_payHolding Deposit
tenancy_agreement_signTenancy Agreement
compliance_docCompliance
customCustom

Priority Levels

PriorityBadge colour
UrgentRed
HighOrange
NormalBlue
LowGrey

Completing a Task

Click the checkbox button in the leftmost column of any task row. The task is immediately removed from the list and the summary counts update. Completion is audit-logged.

Pagination

The table loads 20 tasks at a time. Click Load more at the bottom to fetch additional pages.

Empty State

When all tasks are complete, the tab displays a green checkmark and the message "All tasks complete! There are no outstanding tasks across your portfolio."

Compliance Tab

The Compliance tab lists all compliance documents that have either expired or are expiring soon, joined with their associated property address for context.

Columns

ColumnDescription
Document TypeHuman-readable label for the compliance category
PropertyFull property address
StatusExpired or Expiring Soon badge
Expiry DateFormatted date with relative time (e.g. "in 14 days")
VersionDocument version number
(link)Link to the property details page

Document Types

CodeLabel
gas_safetyGas Safety
epcEPC
eicrEICR
hmo_licenceHMO Licence
landlord_insuranceInsurance
deposit_protectionDeposit Protection
legionella_riskLegionella
asbestos_surveyAsbestos
fire_riskFire Risk
otherOther

Empty State

When no compliance issues exist, the tab displays a friendly message indicating all documents are in order.

Auto-Refresh

All data on this page refreshes every 30 seconds automatically. No manual reload is required.

API Reference

The Outstanding Items view is backed by the outstandingItems tRPC router. See the API Reference — Outstanding Items page for full procedure details.