How Operations fits together
Before the tabs, the shape. Three building blocks make Operations work, and each is inert without the one before it, so it is worth learning them in this order:
Task Templates are reusable checklists. A template on its own does nothing.
Task Automations are the rules that turn a template into a real task on a real date.
Bulk Assignments decide who the resulting task goes to.
Two supporting pieces make a task usable in the field: per-listing Data, holding the codes and notes a cleaner needs to see, and Listing Ready Status, the rule that flips a property to ready.
If tasks are not appearing, the cause is almost always further up that chain than where you are looking. A template with no automation produces nothing.
The ten tabs
Operations holds Tasks, Listings, Schedule, Availability, Configuration, Exports, Payments, Inventory, Owner Statements and Analytics.
Task Templates and Task Automations are not top-level tabs. They live inside Configuration, alongside Departments, Requirement Templates, Bulk Assignments and Listing Ready Status. If you are following older instructions that describe them as their own tabs, that is where they went.
Worth noting too that Operations has its own Listings tab, which shows only Besty-enabled properties, while the Listings page under Portfolio shows everything synced from your PMS. Two pages, same name, different denominators.
Tasks
The Tasks tab has All Tasks and My Tasks. Summary donuts across the top count Total, Cleaning, Inspection, Maintenance and Guest Services, over a filterable table.
The columns are what make this a turnover tool rather than a generic task list: alongside the task, the listing and the department sit Ready Status and Next Check-in. That means you can see each job against the guest deadline it is racing, which is the thing that actually matters on a turnover day.
Filters cover departments, priority, assignment, who created and completed it, listing, listing set, owner, task tags and a next check-in range.
Save View, and not re-filtering every morning
Save View keeps a filter combination and can be shared with your team. This is the practical answer to "how do I just see my cleans for next week" without rebuilding the same filter every morning. Set it up once, share it, and it becomes the team's default screen.
The Schedule, and the daily dispatch workflow
Schedule has User Schedule, Listing Schedule and Smart Assign Runs. User Schedule puts people down the side and days across the top, with tasks as coloured blocks carrying the template name and status icons.
The Unassigned row at the top is your work queue, and that row plus the Smart Assign button is the daily dispatch workflow. Look at what is unassigned, run Smart Assign, then adjust by hand.
Each person and day cell carries a load bar showing how full that day already is, so over-assignment is visible before it becomes a problem rather than after. Assigning more work than the estimated durations allow is flagged as a scheduling conflict as you do it.
Listing Schedule flips the axes to properties by day, which is the view you want when the question is about a property rather than a person.
Two things field staff should know
Tasks can be started only when the staff member's device is near the property, enforced by GPS geofencing. That depends on the person having enabled location sharing under Settings, then My Account.
Team-wide payout records are admin only. Staff see their own history and their own pending payouts, not anyone else's.
Still Having Trouble?
Reach out via chat or at support@getbesty.ai.