Tasks, Templates & Automations
Building checklists and making them turn into real, assigned tasks.
By Sam1 author6 articles
- How do Task Templates work?Task Templates are checklists that do nothing on their own. How templates, automations and bulk assignments chain together, and where per-listing data reaches the person doing the work.
- How do Task Automations work?Automations are what turn a template into a real task. The four trigger types, conditions, lookahead days, and why nothing appears if this step is skipped.
- What is in the Task Detail view?Clicking any task from anywhere in the Operations Portal opens a detail view. Here is what you'll find inside.
- What does it mean when a task is linked?Linked and unlinked tasks in Operations. Why a task you edited stops updating itself, why edits to a linked task may not persist, and how to resume automatic syncing.
- My tasks reset to the wrong date, or lost the person I assigned them toA week of scheduled cleans or inspections snaps back to the check-in date, or gets unassigned overnight. The two causes, and how to make a manual change stick.
- Setting Up Automated Cleaner NotificationsLearn how to configure Besty to automatically notify your cleaning team when guests check out.