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In this article, we will explain:
- How to create a manual task
- How to create an auto task
- How to change the task status
- Add a checklist to a task
- Add a note
- Add cost
- Add resolution
- Add an attachment
More Info:
How to create a manual task?
Go to Tasks menu and click on Add new:
You will see the below view:
Set up the schedule:
Fill in the details (Title, Description...).
You can create the task for one specific listing and channel. User and supervisor can be assigned if you have them already created en User Management module. Please check how to create a user.
How to create an auto task?
Go to Tasks - Auto tasks and click on Add auto task:
You will see the below view. Fill out the details (Schedule time, Description, User, Listing and Channel):
If you want to apply an auto task to existing reservations, please don´t forget to click on Create tasks from this auto-task for existing reservations:
Please don´t forget to save your set up.
How to change the task status?
Manually by changing the status via the drop-down:
Or dragging the task to the corresponding column:
What do all the statuses mean?
- ToDo: any task that has been created manually or by the system, and it is waiting to be picked up.
- Accepted: state to provide feedback that someone accepted to work on it, but the work did not start yet.
- In Progress: someone has started to work on the task.
- Done: the work has finished.
Add a checklist to your task
Some of your tasks might need a check if all sub-tasks are done. For example, a guest is asking for a champagne breakfast basket - for this, you can add multiple items to the task checklist so the user or team member can check them off when completed. You can also use the pre-defined checklists that you can create in checklist templates.
Add task costs
The one who is doing this task might need to spend some money for the task. For example, the assigned user would need to buy new toilet paper and you can add in how much this costs. In this window, the task creator, supervisor, or assigned user can make a note of these costs.
Note: This module has the most common currency options available. When your currency isn't listed, you can leave it empty.
Add resolution notes
When you want to get feedback from the task assignee or leave feedback for them about the result of the task, you can use this window and provide it an end score.
Add an attachment
You can upload different files to tasks or for example, help your cleaners to upload images before and after they have cleaned the room.
