The Task management feature allows you to assign and automate any routine task of your team.
Read about:
Team members
- You can add team members in the Users section by adding their email and selecting their role. They will be sent an email invitation to join Lodgify and create their own password to login.
- Once they've created a login, you'll need to assign them to the rentals they work with and if you want, modify their permissions.
- Remember that cleaners will have to access their tasks calendar by using the core Lodgify app. They can download the app 📱, called Lodgify - Vacation Rental App, and they will be using the username and password they used to create a login.
- It is important that your team turns on their app notifications to be notified about the tasks assigned to them.
Tasks
You can create three types of tasks:
- One-time tasks are one-off jobs that are not repeated.
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Auto-scheduled tasks
- Booking-based tasks that need to be triggered based on bookings (e.g., check-ins, cleaning after check-out).
- Time-based (coming soon) - tasks that do not need to be triggered based on bookings (e.g. on a monthly basis, weekly basis, etc.).
Task Fields
- Rental: Select any existing rental or choose No Rental for admin tasks. Note: “No Rental” tasks cannot be auto-scheduled based on bookings, since they are not linked to a rental.
- Auto-scheduled: You can enable this to automatically generate checkout cleaning tasks.
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Date, Start & End Time: If left empty or if No Rental is selected → default time: **9:00 am – 1:00 pm.**If a rental is selected →
- Start time = rental’s check-out time
- End time = check-out time + 4 hours
- Tasks can only start and finish on the same day. (Coming soon: Task duration, replacing fixed end date.)
- Assignee: Tasks can be assigned either to a role (“any of…”) or to a specific person.
- Description and Checklist are optional.
Task Editing & Deletion
- When editing or deleting a task, you will be asked to choose whether the action applies only to the selected task or to that task and all future recurring ones.
Mandatory photos
For tasks with mandatory photos enabled in checklist items, users must upload a photo for each checklist item before they can mark the task as complete.
Visualization per role
- Cleaning-staff, rental-owner, and checking-agent can only see tasks from their assigned rental and tasks created without a rental (No Rental selected).
- Unclaimed tasks are tasks assigned for a specific role.