How It Works
Managing properties, coordinating with tenants, or optimizing operational efficiency? Taskade is the versatile solution for your real estate business. This guide will show you how to harness Taskade for streamlined property management, improving tenant relations and team coordination.
Taskade Features for Property Management
Organize property-related tasks and projects for maintenance, tenant management, and more.
Discuss property issues and updates with your team and tenants through chat and video calls.
Control access to sensitive property documents and communications.
Document communications and updates on property issues directly within tasks and projects.
Store all your property documents in one place.
💡 Note: Visit the 💸 Pricing Page for a full breakdown of features.
Key Taskade Terminology
Taskade offers three levels of organization:
Each level fits into the big picture of Taskade's structure as illustrated in the diagram below.
Establish Your Real Estate Operations
To get your property management workspace ready in Taskade, take a look at how you handle your daily tasks and pick a setup that works best for you. Here's an example:
Example: A single workspace named "Properties" contains folders for each property address. Projects within these folders cover tenants, maintenance, and documents, with tags for tenant type and project status.
123 Maple Street
Type of Tenant (Section 8)
Project Status (Open, In Progress, Completed)
456 Oak Avenue
Type of Project (Files & Records)
Project Status (Up to Date, Late)
789 Pine Lane
Records of Conversations
Type of Project (Communication)
How to Set This Up:
In your dashboard, click the ➕ plus icon on the left.
Enter the name of your workspace.
(optional) Choose a workspace logo.
(optional) Invite team members to the workspace.
Open your new workspace and click the ➕ New folder button under 🏠 Home.
Enter the name of your folder.
(optional) Choose a folder logo.
(optional) Share your folder.
Open your new folder.
Click the ➕ New project button (top-right corner).
Type the project title at the top.
(optional) Share your project to collaborate.
Open your workspace or folder and click ➕ Tag.
Choose one of the default #tags or click ➕ New tag to create your own.
Name your #tag, choose a color, and click Create.
Use AI to Generate Property Management Documents
Taskade's Workflow Generator simplifies document creation in property management. With this feature, you quickly generate tailored documents, checklists, SOPs, and much more.
Click ➕ New Project (top-right corner) in your workspace/folder.
Describe the topic of the document you want to generate.
e.g. "Create a comprehensive annual maintenance checklist for a residential apartment complex. Include sections for HVAC system inspection, plumbing checks, electrical system review, safety equipment checks, and common area maintenance."
(optional) Use one of the available templates.
Press ⌨️ Enter and wait for the results.
Watch this short video to learn more about the AI Generator:
Examples and Templates
Not sure where to start? Check these templates designed to streamline project planning, client interactions, and internal workflows.
Make sure to visit the Template Catalog for more ideas!
Prioritize upkeep and ensure compliance with this checklist, covering all essential maintenance tasks from HVAC servicing to pest control for your rental properties.
Conduct detailed property assessments with this template, focusing on habitability, regulatory compliance, and preventive measures to safeguard property value.
Organize and execute building maintenance with a checklist that spans from structural integrity to emergency systems, ensuring longevity and tenant safety.