Jobs for your team members can either be created manually, or you can set up scheduled jobs that are created automatically for each booking. To create scheduled tasks, you first need to set up a Task Template. A task template contains the standard outline of a specific job, with a list of tasks your team needs to fulfill in order to complete the job.
Example: So let's say you only need to set up one cleaning job template in the beginning, that contains all tasks your cleaning staff needs to fulfill and you won't need to create these tasks every time a rental needs to be cleaned.
💡 Note: Tasks/jobs can only be created on the PM Modules website, and 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 job 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 job) cannot be marked as completed.
Once you have set up the task template, you can start creating scheduled tasks and assign them to your users or to a specific role.