Create a Customized Task (2.0)

Create a Customized Task (2.0)


When initiating a task in Visual Matrix, whether it pertains to housekeeping, maintenance, or front desk operations, you're presented with the choice of picking from a catalog of predefined tasks. While the majority of these tasks are straightforwardly named, certain ones are accompanied by pre-established checklists meant to guide employees during their execution. Moreover, there's the option to create your own personalized task using a particularly advantageous feature found within the task details: the notes.
Within each task list, you have the ability to select the task labeled "See Notes," which explicitly encourages the assignee to review the details and rationale for the task as provided in the notes.
Path: Anywhere you can create a new task from.

Housekeeping Tasks List

The housekeeping Tasks list has one more option beside "See Notes": " Special Requests".



Maintenance Task List


Alerts Task List




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