Managing Tasks

The task list is your central view for all work items across your properties. From here, you can create new tasks, filter by urgency or assignee, track progress, and complete or dismiss tasks when they are done.

Viewing your tasks

1. Go to Tasks in the sidebar.
2. You will see a list of all active tasks, showing the title, urgency level, assigned person, due date, and status.

Filtering tasks

Use the filter bar at the top of the task list to narrow down what you see:

• My Tasks / All Tasks -- Toggle between your own tasks and all tasks across the team.
• Active / Dismissed -- Switch between active tasks and dismissed tasks. The Dismissed tab shows tasks you previously dismissed, with a restore button to bring them back.
• Urgency -- Filter by High, Medium, or Low to focus on the most pressing items.

Inline editing

You can edit task properties directly from the task list without opening the task:

• Urgency -- Click the urgency badge to change it.
• Assigned person -- Click the assignee name or avatar to reassign.
• Due date -- Click the due date (or the calendar icon) to set or change the due date using quick picks (Today, Tomorrow, Next week) or a mini calendar.

Creating a new task

1. Go to Tasks in the sidebar.
2. Click New Task.
3. Fill in the task details:
   • Title -- A short, clear description of what needs to be done (e.g., "Replace smoke detector batteries" or "Restock welcome basket").
   • Link to booking -- Optional. Search for a booking (by guest name, property, or date) to attach the task to it.
   • Urgency -- Select Low, Medium, or High. Medium is the default.
   • Due date -- Optional. Set when the task should be completed by.
   • Assign to -- Optional. Select a team member, or leave it unassigned.
   • Notes -- Optional. Add more detail, instructions, or links.
4. Click Save.

The task will appear in the task list and in the assigned team member's view.

Completing a task

When a task is finished:

1. Open the task from the task list.
2. Click Complete to mark it as done.

Once you complete a task, it is immediately removed from your task list. There is no completed tasks archive -- completing a task means it is done and gone.

Dismissing a task

If a task is no longer relevant:

1. Open the task.
2. Click Dismiss to remove it from the active list without marking it as completed.

Dismissed tasks are automatically deleted after 7 days. You can restore a dismissed task before it is deleted by switching to the Dismissed tab and clicking the restore button.

Automatic task cleanup

hejGuide automatically cleans up tasks that are no longer relevant to prevent your task list from becoming cluttered:

• Booking-linked tasks -- Open tasks tied to a booking are automatically dismissed 1 day after the guest checks out. This prevents stale check-in reminders or checkout tasks from accumulating.
• Overdue cleaning tasks -- If a cleaning task is overdue and the next guest has already checked in, the task is automatically dismissed since the turnover window has passed.

These auto-dismissed tasks follow the same 7-day deletion rule as manually dismissed tasks.

TIP

Review your task list at the start of each day. Use the urgency filter to focus on high-priority items first, and check for any unassigned tasks that need someone to take ownership.

Related

• Task Types -- Manual tasks and system-generated task categories
• Task Automations -- Automate task creation from booking events
• Tasks Overview -- Module overview
• Housekeeping -- Manage cleaning-specific tasks
• Team -- Invite and manage team members