Units management – tasks

Template

With the Units management – tasks Template you can create and assign tasks to your team regarding the units that are under management, including tasks such as renewing the contract or eviction.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Unit

  • 2. Tenant name

  • 3. Email

  • 4. Phone

  • 5. Unit status

  • 6. Task

    • Tenant pre-move check
    • Tenant 1 month check
    • Tenant 6 month check
    • Tenant 9 month check
    • Tenant satisfaction survey
    • Early bird lease renewal
    • Renewal offer
    • Renewal party invitation
    • Thank you letter
    • Post-make-ready inspection
    • Post-move-out inspection
    • Leasing survey
    • Unit inspection
    • Eviction start
    • Eviction initial notice
    • Start eviction filing
    • Pre-move-out inspection
    • Post-eviction inspection
  • 7. Comments

  • 8. Priority

    • 1
    • 2
    • 3
  • 9. Assignee

  • 10. Due date

Backlog

Doing

  • 1. Outcome

    • Complete - successful
    • Unable to be performed
  • 2. Comments

  • 3. Unit status after contact

Review

  • 1. What is the reason for not being able to complete the task?

  • 2. Can we fix that issue?

    • Yes
    • No
  • 3. Necessary actions

Done

Not completed

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