In your daily operational work as a Rental Manager, you need to make sure that all jobs get assigned. Once you have created your task templates and set up scheduled tasks, you might still need to edit certain tasks from time to time on the go. Find out where and how you can edit your team's tasks.
There are two different ways of viewing and editing tasks.
In its respective rental, you need to use the Calendar, which is available on the PM Modules website. If you prefer to search and edit a task according to its status Current, Upcoming or Completed, you should use the Team tasks view.
💡 Notes:
- Only Rental Managers, Admins, or Owners can see the mentioned sections.
- Learn how to view and edit tasks in the Lodgify mobile app here.
Read about:
View and edit a task in the Team job view
In the Team task view, you can see all tasks listed according to their status. This view is available on the PM Modules website as well as in the mobile app, however, tasks cannot be edited in the mobile app apart from changing the inspector or assignee, or marking them as completed.
- Go to the PM Modules section, and select Tasks from the sidebar menu.
- Now click Team Tasks and select the category the task belongs to (Current, Upcoming, or Completed).
- You can search for the task by clicking on All jobs at the top right of the page. To search for the task by user, click All users. To search for the task by rental, click All rentals.
- Once you found the task you want to edit, click View and then Edit. You will be able to change anything from the task.
Search and edit a job in the Calendar
💡 Note: You can search and edit a job only on the PM Modules website, not in the mobile app.
You can use the Calendar to see all direct bookings or bookings that were imported via API, in your respective rentals and organize your jobs. The task calendar uses different color codes to point out tasks that are pending or overdue:
- Normal bookings are displayed in blue. On top of each booking, you will see the jobs that relate to them.
- Jobs that don't have any warning will be marked in white.
- Jobs that are assigned to a role but not a particular assignee, appear in light blue.
- Jobs that are due on the same day, are marked in yellow.
- Jobs that are overdue but haven't been completed or those tasks that cannot be assigned to anyone because there is no one available with the required role, and access to the rental, will be marked in red.
💡 Note: You will see the details of the warning inside the task, e.g. when a job is assigned to a role, but nobody has claimed it. In this case, you would usually assign the job to a specific team member.
💡 Note: Use the arrows in the bottom-right corner to navigate horizontally through the calendar, or hold the shift key of your keyboard while your mouse is on the calendar and move your scroll wheel.
To edit a job in the Calendar, follow these steps:
- In the PM Modules section, select Tasks from the sidebar menu.
- Then choose Calendar and click View on the job you want to edit.
- Now click Edit and you can make any changes to the job.
💡 Note: If you edit the dates of a scheduled job, it will not be updated anymore according to the scheduled job settings, as it will now be considered a manual job.