Tasks
This module works as to-do list for your receptionists and other employees.
Creating new task
New task can be created using the button with green plus icon above the table. Then you can set parameters of a new task:
- Name – identification of task
- Status – opened / being solved / solved
- Description – detailed description of the task/problem
- Solve from – start date for solving tasks. Task will not be displayed in notifications (see bellow) before the selected time and date.
- Resolve until – deadline for solving the task
- Department – reception / maintenance / housekeeping / management / reservation / other
- Assigned – task can be assigned to certain user or to specific user role (which can contain more users)
- Connected with – specific room / reservation
Working with tasks
You can see all tasks in the main table which shows you basic information about created tasks like if the task was assigned to role or user (by icon), deadline time and other information.
Tasks can be filtered by multiple criteria. You can filter only tasks in certain status, tasks assigned to specific user or even tasks which are supposed to be solved / finished during current week.
Each task can be edited (yellow pencil icon) or deleted (red cross icon) from the table. You can also change the status of the task, which means switching task to “being solved” or “solved” status.
Tasks can be also accessed when going through reservation detail. All tasks related to specific reservation are listed in the separate Tasks tab where you can edit them in the same way as in the main Tasks module.
Automatic tasks
The creation of tasks and their assignment to specific individuals can also be fully automated using the related Automatic Tasks module. We can explain everything using the example of a baby cot. Your range of extra services may include the option to order a baby cot. However, after the crib is ordered, a specific person must go to the warehouse, clean the cot, take it to a specific room, and assemble it there.
Therefore, in the Automatic Tasks module, create a new automatic task for assembling the crib and set when this task should be opened for resolution and by when it should be resolved. Link the automatic task to the crib order. At the same time, select which user or user role (which can be assigned to multiple users) will be automatically assigned this task.
Notifications for assigned tasks
Notifications are being displayed in top menu next to the accommodation name. Icon with bell informs you that your user role or specifically you as a user were assigned to some task.
If you move your cursor over the icon you will get list of all your assigned tasks including information how much time you have left until deadline. Yellow value means that you still have time to solve the task, red value means that the task should have already been solved by now.
By clicking on certain task you will move back to Tasks module, where you can go through details specific task.
As mentioned you can also set time when the tasks should be openned for solving. They will not be displayed in notifications before selected “start” date and time.
Your reservation related tasks are also visible in the side dashboard in the reservation calendar.
