Skip to main content

Managing Task Groups

Learn how to create or add people to task groups within Eleanor.

Jon Hancock avatar
Written by Jon Hancock
Updated over a year ago

Any Property Admin at the resort can set up and manage task groups. In order to be assigned to a task group the following criteria must be met by the user;

1) Have a user account in Eleanor - if they are only using Eleanor for Tasks then they should be assigned a Task Agent or Category Task Agent Role.

2) Their phone number used for WhatsApp should be entered on their profile

3) The two boxes for Send notifications and Use Waht's App should be checked on the user profile.



Once the user has been created or updated, they can be added to a task group by going to the Department tab, selecting the relevant department then going to Task Settings.


For Tasks to be created, a department needs a Task Master (senior admin), and then any other users who may need to accept tasks or delegate tasks are added as Task Managers.

Additional users can also be added to the task escalation group, although they will only receive notifications if assigned a task, or if a task is overdue.

Did this answer your question?