Create a Customized Task (MOP 2.0)

Create a Customized Task (MOP 2.0)


When creating a task in MOP—whether for Housekeeping, Maintenance, or Front Desk—users can select from a list of predefined task types. Some of these tasks include built-in checklists to guide employees during completion. If a predefined task does not fully meet your needs, you can create a customized task by using the Notes field to provide specific instructions.

When to Use a Customized Task

Use a customized task when:
  1. A standard task does not fully describe the work required
  2. Additional instructions are needed for the assignee
  3. A unique or one-time task needs to be communicated
  4. Special handling or attention is required

How to Create a Customized Task

Path: Anywhere a task can be created (Add Tasks, My Tasks, Task Search, etc.)

1. Create a New Task - Begin creating a task from the appropriate section (Housekeeping, Maintenance, or Front Desk).
2. Select a Task Type - Choose a task from the predefined list.
  1. Select "See Notes" if you want the assignee to focus on custom instructions
  2. This option is designed specifically for customized or detailed tasks
3. Add Custom Instructions - Enter detailed instructions in the Notes field.
Examples:
  1. "Deep clean under bed and behind furniture"
  2. "Check AC unit for noise reported by guest"
  3. "Prepare room with extra pillows and crib"
4. Save the Task - Click Save or Add Task to assign the customized task.

Housekeeping Tasks List

Notes
Includes "See Notes" for custom instructions
Includes "Special Requests" for guest-specific needs

Maintenance Task List

Notes
Includes "See Notes" for custom instructions
Includes "Special Requests" for guest-specific needs

Alerts Task List

Notes
Can include custom details in the Notes field
Used for safety or operational alerts requiring specific follow-up

  1. Notes
    The Notes field is the key to customizing tasks
  2. Always provide clear and specific instructions
  3. Selecting "See Notes" ensures the assignee reviews the details
  4. Custom tasks help improve communication and reduce errors

Still Need Help With This Topic?

Ask Yourself
  1. Did I select the correct task type?
  2. Did I include clear instructions in the Notes field?
  3. Will the assignee understand what needs to be done?
Support May Ask You
  1. What is your Site ID?
  2. What type of task are you creating?
  3. What instructions did you include in the Notes?
  4. Can you provide a screenshot of the task setup?

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