Real Estate Team Task Management Template

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Ensure your real estate team stays informed and aligned with our comprehensive task management template. This tool allows you to share property updates, tasks, and notes seamlessly, fostering effective collaboration within your team.

From inspections and maintenance to tenant communication and budget reviews, this template covers all aspects of property management, helping you achieve unified objectives and top-notch operational efficiency.

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Real Estate Team Task Management for Priority Matrix

Real Estate Team Task Management in Priority Matrix

Keep your real estate team aligned with seamless property updates, task management, and collaboration.

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Proposed Tasks

Urgent and Important

  • Task 4: Tenant Complaint Resolution due in 1 day
    ☐ Communicate with tenant ☐ Understand the issue ☐ Resolve the issue
  • Task 20: Tenant Complaint Resolution due in 1 day
    ☐ Communicate with tenant ☐ Understand the issue ☐ Resolve the issue
  • Task 1: Property 101 Inspection due in 1 week
    ☐ Inspect property 101 ☐ Collect necessary data ☐ Update inspection report
  • Task 10: Property 606 Inspection due in 1 week
    ☐ Inspect property 606 ☐ Collect necessary data ☐ Update inspection report
  • Task 18: Property 111 Inspection due in 1 week
    ☐ Inspect property 111 ☐ Collect necessary data ☐ Update inspection report
  • Task 3: Property 202 Maintenance due in 3 weeks
    ☐ Coordinate with maintenance team ☐ Oversee maintenance work ☐ Update maintenance report
  • Task 11: Property 707 Maintenance due in 3 weeks
    ☐ Coordinate with maintenance team ☐ Oversee maintenance work ☐ Update maintenance report
  • Task 19: Property 212 Maintenance due in 3 weeks
    ☐ Coordinate with maintenance team ☐ Oversee maintenance work ☐ Update maintenance report
  • Task 5: Property 303 Leasing due in 1 month
    ☐ Advertise property ☐ Screen potential tenants ☐ Finalize lease agreement
  • Task 13: Property 808 Leasing due in 1 month
    ☐ Advertise property ☐ Screen potential tenants ☐ Finalize lease agreement

Important but Not Urgent

  • Task 7: Budget Review due in 2 weeks
    ☐ Review current budget ☐ Identify areas for cost reduction ☐ Update budget plan
  • Task 15: Budget Review due in 2 weeks
    ☐ Review current budget ☐ Identify areas for cost reduction ☐ Update budget plan
  • Task 2: Monthly Team Meeting due in 2 weeks
    ☐ Prepare meeting agenda ☐ Invite team members ☐ Conduct meeting
  • Task 6: Property 404 Renovation Plan due in 2 months
    ☐ Assess renovation needs ☐ Prepare renovation plan ☐ Get approval for the plan
  • Task 14: Property 909 Renovation Plan due in 2 months
    ☐ Assess renovation needs ☐ Prepare renovation plan ☐ Get approval for the plan
  • Task 8: Property 505 Sale Process due in 3 months
    ☐ List property for sale ☐ Negotiate with potential buyers ☐ Finalize sale
  • Task 16: Property 010 Sale Process due in 3 months
    ☐ List property for sale ☐ Negotiate with potential buyers ☐ Finalize sale

Urgent but Not Important

  • Task 12: Tenant Feedback Collection due in 2 weeks
    ☐ Prepare feedback form ☐ Send form to tenants ☐ Analyze feedback
  • Task 9: Team Training due in 1 month
    ☐ Identify training needs ☐ Organize training session ☐ Conduct training
  • Task 17: Team Training due in 1 month
    ☐ Identify training needs ☐ Organize training session ☐ Conduct training