How to manage and assign tasks Follow
Manage your tasks
Within the Hostaway software, you are able to create tasks and assign them to a User. When the task is created, it will notify the user that a new task is waiting.
Learn more about User Notification
These tasks can be anything that helps you and your team give structure to the processes of receiving reservations, invoicing, messaging, cleaning, reporting and more. With the user tasks options, you can create tasks manually and automatically based on the listings and events such as auto-assigning tasks to your cleaner, to your team member for custom invoicing or your guest support team.
Depending on your team setup, you can have tasks created automatically and manually. Tasks can be anything you or a team member would need to work on (general ones or reservation-based).
For example, when a new Booking.com reservation comes in, you might need to charge the guest's credit card by Stripe, verify the email address and make sure that an invoice is sent to the guest.
Another well-known task is to arrange cleaning before arrival, or after check-out or even organizing airport transfer.
All tasks can be set up inside the Hostaway platform.
You can plan them based on a time frame: You can set a task that can start from day/time and should be done by day/time, or you can create recurring tasks that need to be done on a specific day and time.
Using the manual tasks option
The manual task option comes in handy when tasks are not recurring.
For example, "fix the bed", "leave a bottle of champagne in the room" or "Call channel X for auto listing import/export by Hostaway".
You can set up tasks using several options that we've described in this manual.
Tasks can be started and ended, by the assigned user, from the dashboard or the mobile app.
Using the automated tasks option
Automated tasks are used for tasks that are recurring.
For example, when a reservation comes in, you always need to check: guest information, payment, have or send a message, etc or when the guest is coming tomorrow and you need the room to be cleaned 6 hours before arrival.
You can set up these automated tasks based on your company workflows and include checklists to them as well.
When an auto task is triggered by timing, it will show under Tasks (just like a manually created task).
Tasks can be assigned to someone directly or to a person, belonging to the same user group, can take the tasks assigned to a co-worker.
How to set up a manual and auto task?
Please check our guide here.
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