Lease Review

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:

1. Select TasksLeaseReview

2. Click CreateLeaseReview

 

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:

1. Click Actions

2. Select Close from the drop-down

1. Click on the 3 dots on the task in the list view

2. Select Close from the drop-down