Real Estate Task and Deadline Management Template

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Effectively manage your real estate tasks and deadlines with this comprehensive template. Using Priority Matrix, visualize and prioritize your most pressing deals, ensuring every opportunity gets the attention it requires.

This template helps brokers stay organized and stress-free, enabling them to juggle multiple deals while meeting strict deadlines. From property listings to client meetings, market analysis, and more, each task is clearly outlined to maximize efficiency.

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Real Estate Task and Deadline Management for Priority Matrix

Real Estate Task and Deadline Management in Priority Matrix

Manage real estate tasks and deadlines efficiently to ensure no deal is missed.

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Proposed Tasks

Critical and Immediate

  • Task 20 - Email Management due in 1 day
    ☐ Subtask1 Check emails. ☐ Subtask2 Respond to important emails.
  • Task 1 - Property Listings due in 2 days
    ☐ Subtask1 Gather information about new properties. ☐ Subtask2 Update the property listings.
  • Task 7 - Client Follow-up due in 1 week
    ☐ Subtask1 Prepare follow-up email. ☐ Subtask2 Schedule call if necessary.
  • Task 12 - Property Viewing due in 1 week
    ☐ Subtask1 Confirm viewing schedule with client. ☐ Subtask2 Prepare property for viewing.
  • Task 2 - Client Meeting due in 1 week
    ☐ Subtask1 Prepare property presentation. ☐ Subtask2 Confirm meeting schedule.
  • Task 8 - Property Inspection due in 2 weeks
    ☐ Subtask1 Schedule inspection. ☐ Subtask2 Prepare inspection report.
  • Task 16 - Property Advertisement due in 2 weeks
    ☐ Subtask1 Create advertisement content. ☐ Subtask2 Publish advertisement.

Critical but not Immediate

  • Task 3 - Market Analysis due in 3 weeks
    ☐ Subtask1 Research recent property sales. ☐ Subtask2 Analyze market trends.
  • Task 9 - Contract Review due in 1 month
    ☐ Subtask1 Review terms and conditions. ☐ Subtask2 Seek legal advice if necessary.
  • Task 13 - Sales Report due in 1 month
    ☐ Subtask1 Compile sales data. ☐ Subtask2 Prepare report.
  • Task 17 - Commission Calculation due in 1 month
    ☐ Subtask1 Calculate commission for recent sales. ☐ Subtask2 Update financial records.
  • Task 6 - Tax Filing due in 3 months
    ☐ Subtask1 Compile financial documents. ☐ Subtask2 Contact accountant.

Not Critical but Immediate

  • Task 11 - Social Media Update due in 2 days
    ☐ Subtask1 Create content for post. ☐ Subtask2 Schedule post.
  • Task 15 - Client Feedback due in 1 week
    ☐ Subtask1 Send feedback request to client. ☐ Subtask2 Review feedback for improvements.
  • Task 4 - Networking Event due in 1 month
    ☐ Subtask1 Register for event. ☐ Subtask2 Prepare business cards.
  • Task 10 - Property Valuation due in 6 weeks
    ☐ Subtask1 Gather property details. ☐ Subtask2 Estimate property value.
  • Task 18 - Training Session due in 6 weeks
    ☐ Subtask1 Register for training. ☐ Subtask2 Prepare for training topics.

Not Critical and not Immediate

  • Task 5 - Update Website due in 2 months
    ☐ Subtask1 Review current website content. ☐ Subtask2 Update with new listings and news.
  • Task 14 - Marketing Plan due in 2 months
    ☐ Subtask1 Identify target audience. ☐ Subtask2 Develop marketing strategy.
  • Task 19 - Office Organization due in 2 months
    ☐ Subtask1 Declutter office. ☐ Subtask2 Organize files and documents.