Tasks
The Tasks module lets you create and manage work items for your team that go beyond cleaning. Whether it is a maintenance reminder, a property inspection, a guest request, or any custom to-do, Tasks gives you a centralized place to track it all -- and automate the repetitive parts.
What you can do with Tasks
- Create tasks for any purpose -- Maintenance, inspections, guest requests, supply runs, or any other to-do.
- Assign to your team -- Every task can be assigned to a specific team member with a due date and urgency level.
- Automate task creation -- Set up automations that create tasks based on booking events, so you never forget a routine to-do.
- Track progress -- Filter and sort tasks by status, urgency, or assigned person to stay on top of everything.
Getting started with Tasks
- Make sure the Tasks module is enabled in your subscription.
- Go to Tasks in the sidebar.
- Click New Task to create your first task.
- Set a title, urgency level, due date, and optional notes, and assign it to a team member.
- To automate recurring tasks, go to the Automations tab and set up triggers based on booking events.
TIP
Tasks work hand-in-hand with the Housekeeping module. Housekeeping handles cleaning tasks automatically, while the Tasks module covers everything else -- maintenance, inspections, reminders, and custom work. Use both together for complete operational coverage.
Related
- Managing Tasks -- Create, filter, and complete tasks
- Task Types -- Manual tasks and system-generated task categories
- Task Automations -- Automate task creation from booking events
- Housekeeping -- Manage cleaning operations
- Team -- Invite and manage team members