Tasks permit users to record actions that need to be performed at a future date. These can be actions that are associated with a Bedroom Reservation, Function Booking, Group, Event, etc or can also be independent of any entity. Tasks are different from Reservation To Do Items.
Create a Task
To create a new Task, follow the steps below:
Navigate to System, System, then Tasks.
Select +Add Task.
Complete the following fields as required:
Title - A short summary of the Task.
Category - Select from the drop-down menu.
Due Date - The date by which the task should be resolved.
Site - This will only display if the site is part of a group of properties. If it is, the Site will default to the one the user is logged into. Other sites will display in the drop-down list.
Description - Detail about the action that needs to be performed.
Once set as required, click Create. A notification in the bottom right of the screen will show if this was successful.
View a Task
You can view Tasks, in the following ways:
Navigate to System, System, then select Tasks.
Navigate to Menu, then select Tasks.
Within the Tasks tab of a reservation, group, or event booking.
Managing Tasks
To manage your Tasks, follow the steps below:
Navigate to System, System, then select Tasks.
When the Tasks page loads, you will see:
Tasks with a status of To Do.
Tasks where the Due Date matches the current date or is overdue.
Tasks are displayed in a grid format for easy management.
Click on the 3-line filters icon IMAGE or VIDEO PLACE HOLDER or the preset filters to refine the Tasks list.
Once the task has been located, click the pencil icon on the right to review the Task.
In the Update Task screen, edit the Task as required, then select Update.
Complete Tasks
To complete your Tasks, follow the steps below:
Navigate to System, System, then select Tasks.
When the Tasks page loads, tick the box next to the task you want to resolve.
🤓Tip: You can select multiple tasks simultaneously for bulk resolution.
Select Resolve and confirm your selection. A notification in the bottom right of the screen will show if this was successful.