The Make Ready Board is a Unit based feature of ExactEstate that allows you to mark off items that need to be completed to make a Unit ready for move-in.
To create, edit, or remove a Make Ready Board, please follow the steps below.
Step 1. Navigate to the Admin tab under the Main Menu, click System Setup.
Step 2. Select Make Ready Board Options from the list of options.
Step 3. There to ways to Create a New Make Ready Board Option:
- Option 1: Click the Create New button in the top right of the page.
- Add the Name of Make Ready Task
- Set the Priority
- Click Create
- Option 2: Click CSV Entry
- Review the Validation Rules
- Download the CSV Template
- Upload the filled in CSV
To Edit a Make Ready Board Option
Step 1. Navigate to the Admin tab under the Main Menu, click System Setup.
Step 2. Select Make Ready Board Options from the list of options.
Step 3. Identify the Option you'd like to Edit and click the Options Cog to the right.
Step 4. Select Edit, make any necessary changes and click Update.
To Delete a Make Ready Board Option
Step 1. Navigate to the Admin tab under the Main Menu, click System Setup.
Step 2. Select Make Ready Board Options from the list of options.
Step 3. Identify the Option you'd like to Delete and click the Options Cog to the right.
Step 4. Select Delete and confirm you'd like to remove the option.
To create, edit, or remove a Make Ready Board, please follow the steps below.
Creating A Make Ready Board Option
Step 1
Option 1: Manual Entry
Option 2: CSV Entry
Edit Make Ready Board Options
