Rex PM allows you to create and manage information and the status of a Move Out Task.
Create Move Task
You can create a Move Out Task using the below steps:
Go to Tasks > Move Out/In
Select Create Move Out/In
Once you have created your Move Out/In Task you can begin adding all the details.
This information includes:
Description - a brief note about the task
Property - which property record this is in relation
Tenancy - which tenancy this is in relation to
Managed By - who is in charge of this task
Progress - current progress of the task
Priority - how important is this task
Follow-Up Date - the date you would like to be reminded of this task
Move out Date - proposed move out date
After creating you task you have the ability to add notes and any documents you require to relate to this task.
Manage Move Task
A Move Out Task can have one of three statuses, Not Started, In Progress, or Completed.
To quickly update the progress of your Task you can click the drop-down in the Progress column and select the new progress status from the drop-down.
Close Task
By changing a Task to Closed it will no longer show in the Open Task view but rather be stored in the Closed Tab.
This is intended for Tasks that require no further action.
A Task can be Marked as Closed is the following two ways:
Click Actions
Select Close from the drop-down
Click on the 3 dots on the task in the list view
Select Close from the drop-down
