There are several different ways of how jobs/tasks can be created in PM Modules. The way you create a task depends mainly on the type of task. In the following article, we will give you a quick overview of how we recommend creating jobs depending on the type of the task.
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💡 Notes:
- You will find out how to create each of these job types in the links provided.
- Task assignees cannot create their own tasks.
| Type of task | Example | Recommended job setup |
|---|---|---|
| A recurring task that will be necessary for each booking of one or more rentals. | Cleaning the rental will be necessary after every booking / before the next booking, and the job will usually always have the same characteristics. | In this case, we recommend you create: 1) A task template that indicates the repetitive tasks of this job. 2) Then, create a scheduled job that will be created automatically for each booking of the selected rental (and will also be automatically canceled or moved in case the booking dates change). 💡 Note: You can use the same task template and scheduled job for every rental, so you will never have to think about scheduling those jobs again. |
| A recurring task that is not linked to a specific booking | Verifying the pool water every week, no matter if there are reservations in this rental or not. | In this case, we recommend you create: 1) A task template that indicates the repetitive tasks of this job. 2) Then, create a recurring task that will be created automatically for the recurrence period and interval you chose. |
| A one-off task in a rental that is not linked to a booking. | You need to get a lamp fixed in one of your rentals and want maintenance to come by the flat on Tuesday. | In this case, you would create a manual job that is not linked to any booking. |
| A one-off task that you want to be done for a specific booking or that is somehow related to a booking. | Your guest has requested a bottle of champagne on arrival, and you need someone to bring the champagne to the rental before the guest's arrival. | In this case, you would need to manually create a booking related job that adapts automatically to any changes in the booking. |