The new way to organize your work in LeaseUp
Projects are the new way to organize your work in LeaseUp. They keep the whole team on the same page and move deals forward faster. Get started by moving your existing surveys to a project.
To organize your existing surveys into a project, click your avatar in the top right corner of the site navigation. Select ‘Surveys’ from the menu that appears.
This will take you to the My Stuff page. Select the surveys you want to add to a project by clicking the checkbox to the left of the survey name. Once you select a survey, you can add the survey to a new or existing project.
To add surveys to a new project, click ‘Add to New Project’.
From the screen that appears, enter the name of the project and select the client that the project is for from the list. If the client’s name is not in the list, you can add it here. Click ‘Create’ to create the new project with the selected surveys added.
To move to an existing project, select ‘Move to Project’.
From the screen that appears, select the project that you want to move the surveys to in the dropdown. Click ‘Move’ to move the selected surveys to the project. You will see the changes reflected in the table of surveys.
Want to try LeaseUp projects for yourself? Sign up for a free trial.