Tasks help your team organize operational work by property, assignee, priority, and schedule. You can use Tasks to create one-time jobs, assign them to team members, attach checklists, and manage recurring work.
What you can do in Tasks
Create a new task from the Tasks page.
Search by task number or summary.
Filter by priority, task type, category, tag, assignee, property, and date range.
Sort tasks by last updated, created date, summary, order number, or assignee.
Track task status using the page tabs: New, Started, Completed, and Closed.
Assign a manager and one or more assignees.
Add attachments, tags, notes, and an optional checklist.
Create recurring tasks for work that repeats on a schedule.
How to create a task
Open Operations > Tasks.
Select Task.
Enter the task summary.
Choose a task type.
Select the property.
Add any optional details such as guest, description, priority, category, manager, assignees, attachments, tags, or checklist.
Save the task.
Task fields you can use
Summary: A short description of the work.
Type: Used to classify the task, such as cleaning, inspection, maintenance, or other operational work.
Property: The home or unit the task belongs to.
Guest: Optional, when the task is related to a reservation.
Status: New, Started, Completed, or Closed.
Priority: Helps your team identify urgency.
Category: An additional way to group work.
Manager: The owner of the task.
Assign to: One or more team members or contacts.
Attachments: Add photos or supporting files.
Checklist: Attach a checklist template or build task-specific checklist items.
Tags: Add labels for reporting and filtering.
Using recurring tasks
Recurring tasks are useful for work that happens on a regular cadence, such as inspections, maintenance, or pre-arrival preparation.
You can set up recurring tasks by:
Calendar date
Guest stay timing, such as before check-in or after checkout
Recurring tasks support:
Daily, weekly, monthly, quarterly, and yearly schedules
Start and end dates
Time of day
Property-specific scheduling
Reminder notifications
If you edit a recurring task later, you may be asked whether the change should apply to:
This occurrence only
Future occurrences
All occurrences
Checklists in Tasks
You can attach a checklist to a task in two ways:
Select an existing checklist template
Add checklist items directly in the task
This is helpful when the work needs a repeatable step-by-step workflow.
Best practices
Use task types consistently so filters and reporting stay clean.
Assign both a manager and an assignee when ownership matters.
Use recurring tasks for work that repeats instead of recreating tasks manually.
Attach a checklist when completion quality matters, not just task completion.