Rex PM allows you to create and manage lease review tasks to assist in keeping track of your ongoing task requirement.
Create Lease Review Task
You can create a Lease Review Task using the below steps:
Select Tasks > Lease Review
Click Create Lease Review
Once you've created your Lease Agreement you can add the Lease Review 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
Due Date - proposed inspection date
After creating your task you have the ability to add notes and any documents you require to relate to this task.
Manage Lease Review 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.
Lease Review Tasks also have a quick link to the Lease Agreement so you can update this easily and according to the outcome of the Lease Review.
This can be accessed at any time in the top right-hand corner of the Lease Review Task.
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
