Real Estate Task Tracking Template

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Stay on top of your real estate tasks with this comprehensive task tracking template. Designed to help you visualize and allocate your time efficiently, this template ensures that no deadlines are overlooked. From property inspections and client meetings to market research and social media postings, manage all your tasks in one place.

Effective time management is crucial in the real estate industry. Use this template to improve your productivity and ensure timely completion of all your tasks.

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Real Estate Task Tracking for Priority Matrix

Real Estate Task Tracking in Priority Matrix

Effectively manage and track your real estate tasks to ensure no deadlines are missed and productivity is maximized.

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Proposed Tasks

Critical and Immediate

  • Email Response due in 1 day
    ☐ Respond to client emails ☐ Follow up on leads
  • Property Inspection due in 2 days
    ☐ Inspect property condition ☐ Take pictures ☐ Write inspection report
  • Client Follow-up in 2 days
    ☐ Prepare follow-up notes ☐ Call client for feedback
  • Property Listing Update due in 3 days
    ☐ Update property photos ☐ Update property description
  • Contract Signing in 3 days
    ☐ Prepare contract ☐ Review contract terms
  • Client Proposal due in 3 days
    ☐ Prepare proposal draft ☐ Review and finalize proposal
  • Client Meeting due in 1 week
    ☐ Prepare property details ☐ Prepare meeting agenda

Important but not Immediate

  • Market Research due in 2 weeks
    ☐ Research recent sales ☐ Analyze market trends
  • Budget Review in 2 weeks
    ☐ Review current budget ☐ Plan for next quarter
  • Networking Event in 1 month
    ☐ Prepare business cards ☐ Plan event schedule
  • Marketing Plan due in 1 month
    ☐ Prepare marketing strategies ☐ Plan marketing budget
  • Performance Review in 1 month
    ☐ Prepare performance metrics ☐ Plan for next review

Immediate but not Critical

  • Property Valuation due in 1 day
    ☐ Calculate property value ☐ Prepare valuation report
  • Lease Agreement Review in 3 days
    ☐ Review lease terms ☐ Prepare lease amendments
  • Property Maintenance due in 1 week
    ☐ Coordinate with maintenance team ☐ Inspect after maintenance
  • Property Visit in 1 week
    ☐ Coordinate visit schedule ☐ Prepare property details
  • Team Meeting in 1 week
    ☐ Prepare meeting agenda ☐ Discuss team updates

Delegate or Schedule

  • Social Media Posting in 1 week
    ☐ Prepare property photos ☐ Write property description
  • Website Update in 2 weeks
    ☐ Update property listings ☐ Check website functionality
  • Training Session in 2 weeks
    ☐ Prepare training materials ☐ Coordinate with trainers