Tasks in Planniac are generally internal assignments that need to be remembered. Normally they are guest-related but you can use them however you like.
Activities vs. Tasks
Activities are things scheduled for guests. Tasks are for internal reminders and assignments and are not normally related to guests' plans.
Tasks show up on the Planns page too
Tasks on the Planns screen show up in red. You can see on this screenshot how tasks are easy to spot - they help Front Desk and Reservations managers stay on top of things that need to be done.
Note:
Tasks do not show up on guest itineraries.
Housekeeping and kitchen tasks show up on their reports
All room-related tasks show up on the Daily Report
Other tasks are just reminders - you will need to communicate with the various departments unless they are Planniac Users who can view the Planns online
Assign the task by the type of task it is.
Example 1. A Housekeeping task might include "Flower Arrangement" or "Champagne Bucket" or "Extra Pillows". Even though Front Desk may be involved in checking that the work is done, the task would fall under Housekeeping because it involves setting up the room.
Example 2. A Kitchen task might include "Tour Lunch" or "Birthday Cake"
Assigning the type of task to a department, rather than just making a general task, will help keep them organized and available on the various reports.
Types of tasks
The different types of Tasks available are shown in the dropdown list on the Planns page.
Examples of tasks
Front Desk.
Special Check-in
Phone message
Special notice (closed dates, etc.)
Lost Item
Open Safe
Housekeeping
Room Setup: Extra bed
Special Arrival: Flowers in room
Special Arrival: Honeymoon package
Deep clean
Laundry: Guest laundry
Maintenance
Guest: TV problem
Guest: A/C problem
Guest: Lights
Service: A/C
Service: Door Locks
Repair
Drivers (in-house)
Supply pickup
Staff transport
Vehicle maintenance
Security
Late arrival
VIP guest
Reservations
Followup: Reservation request
Followup: Large group
Billing reminder
Kitchen
Special order: Cake
Tour lunch
Special event
FOH Restaurant
Special event
Closed
Restaurant reservation followup
Other Task
Staff meeting
Clean work area
General task
Note: If you don't have a dedicated Driver, or you don't have an in-house restaurant, in SETTINGS > General Settings you can disable them so they don't appear on the task types dropdown list.
Setting up Tasks in Resources
Tasks are set up in Resources.
To see the tasks that are already created for your property, select the "Tasks" type in the far left column.
The next column shows the Activity Parent, if any. Parents help group activities related to each other.
Activity is the specific task
Resources in this case shows the in-house department responsible. Note the vendor does not have to be the same as the task type.
