How do Task Templates work?
Task Templates are your reusable checklists in the Operations Portal. Each template includes a name and description, a Department (Cleaning, Inspection, Maintenance, or Guest Services), a Priority, a Default Due Time, and an Estimated Duration.
Each template also has two tabs.
Requirements tab
This holds the actual checklist steps. Each requirement can be:
Marked To-Do or To-Be-Listed.
Set as Optional or Required.
Given uploaded photos.
Grouped into categories such as Bathroom, Living Room, Exterior, or Upon Arrival.
Add categories and requirements using the + buttons.
Line Items tab
This is for supply costs and labor billing. You can add:
Supplies — pulled from Inventory, with currency, quantity, owner category, and a receipt/attachment field.
Labor — with a rate and time.
Check Bill to Owner to pass a cost back to the property owner. This data flows into the Payments tabs.
Managing templates
The template list shows the template name, Department, and Requirements count. Use the + Create Template button to build new ones.