Create/Add a New Task (2.0)

Create/Add a New Task (2.0)


A "task" refers to a specific job or activity that needs to be performed to maintain the facility or provide service to guests. These tasks are typically related to the core functions of each department:
- In housekeeping, tasks include cleaning guest rooms, common areas, and facilities to maintain a welcoming environment.
- In Maintenance tasks involve repairing and maintaining the property's infrastructure, including plumbing, electrical systems, HVAC, and other facility-related issues.
- In the Front Office, tasks involve addressing alerts such as missing items, lost and found, guest issues, or the presence of pets in rooms.
Path: Dashboard/Home Page

1. Click "Add Task".



2. Complete the Task details.



3. Select the location: room number of public or storage area.



4. Select the task type: Housekeeping, Maintenance or Alert.



5. Choose the duty type. The duties will correspond to the task type selected earlier.



Example of tasks:



6. Select the Priority of the task: Low, Medium or High. A high priority task will show at the top of the employee task list.



7. Select the task Status. As a new task, it should always be "New".



8. Select the name of the employee the task is assigned to. The list will update based on the task type (housekeeping, maintenance or alerts).
- A Housekeeping task will show Site Admin(s), Head Housekeeper, and Room Attendant(s).
- A Maintenance task will show Site Admin(s), Head Housekeeper(s), Maintenance Supervisor, and Maintenance.
- An Alert task will show Site Admin(s), Front Desk, Head Housekeeper(s) and Maintenance Supervisor.



9. CheckOut Time: This field is optional and applies when the room is occupied, providing the opportunity to inform the assignee of the expected access time to complete the task.



10. Verified By: this option is self selected based on the user profile, but can be updated as needed.



11. For Pet Room/Occupied: Checked the status that corresponds to the selected room for the task.



12. Enter pertinent notes to aid the assignee in task completion. If the selected duty task is "See Notes," this is where you will provide an explanation of the task.



13. The final step offers the option to attach pictures for a visual supplement to the task.



14. Finally, click "Save".



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