Creating a task by hand

For work that doesn’t come up by itself (a deep clean, a check, a repair you noticed), create the task by hand.

Steps

1. Open Tasks and press New task, or New task on the overview.
2. Fill in the fields:
   • Unit: start typing the room number and pick it from the list.
   • Type of work: see Task types.
   • Priority: see Priority and urgency.
   • Date and Due: in the property’s local time.
   • Assigned to: the person doing the work, or Unassigned.
   • Notes for staff: what to know before going into the room.
3. Press Create task.

The task gets the default checklist for its type automatically. If you assigned it, the person gets a notification.

The task list

The Tasks page shows unfinished work from earlier days (Overdue), today’s tasks and the next 7 days, grouped by day. A day with more than 50 tasks shows the first 50 and a button for the rest.

For work that comes back regularly, use recurring tasks.