Defining a task template is not necessarily required, depending on the version of your account. To find out, follow these steps:
Go to the left-hand menu and select Calendar.
Then choose the version you see in your account:
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Former version |
New version |
To view instructions, identify your account version above and click the corresponding button.
Former version
Tasks for your team members can either be created manually, or you can set up scheduled and recurring ones that are automatically generated based on bookings or time intervals. To do this, you first need to create a task template, which defines the standard structure of a task, including a checklist your team needs to follow to complete it.
Example: Let’s say you only need to set up one cleaning task template at the beginning. This template includes everything your cleaning staff needs to do, so you won’t have to create new tasks every time a rental needs to be cleaned.
💡 Note: Tasks can only be created by users with the following roles: Owner, Administrator, or Rental Manager.
To create a new task template, follow these steps:
- Go to the PM Modules section, and select Tasks from the sidebar menu.
- Then choose Task Templates and click on the + icon in the bottom-right corner.
- Now give your Task Template a name and description.
- Then you can click Add Task to add as many tasks as you want. The task items will act as list inputs of things that are required to be done in order to complete the task.
If you want the user to take a picture of the fulfilled task in order for it to be completed, switch the toggle on, next to the Picture required to complete the task? phrase.
💡 Note: Requesting a picture might be useful to make sure that the task is completed to your satisfaction, and it is easy and fast to control on the go. However, be aware that the assignee will need some time to take pictures and upload them, as unless there is at least one picture uploaded, the task (and therefore the entire task) cannot be marked as completed.
Once you have set up the task template, you can start creating scheduled and recurring tasks and assign them to your users or to a specific role.
New version
You no longer need to define a task template to create your tasks. To create tasks, simply follow the steps described in the following articles: