# Tasks

***

#### What are tasks?

Tasks help you and your team track and manage work related to your properties and reservations. Whether it's a maintenance request, a guest follow-up, or a pre-arrival preparation — tasks provide a structured way to assign, track, and resolve operational items.

Tasks can be created independently or linked to a specific listing or reservation, giving you context about what the task relates to.

#### Task statuses

A task moves through various statuses during its lifecycle.

| Status                  | Description                                                       |
| ----------------------- | ----------------------------------------------------------------- |
| **Open**                | The task has been created and is awaiting action.                 |
| **In Progress**         | The task is actively being worked on.                             |
| **Waiting on Guest**    | The task is on hold pending a response or action from the guest.  |
| **Waiting on Supplier** | The task is on hold pending a response or action from a supplier. |
| **Scheduled**           | The task has been scheduled for a future date.                    |
| **Completed**           | The task has been resolved successfully.                          |
| **Failed**              | The task could not be completed.                                  |
| **Cancelled**           | The task has been cancelled and no further action is needed.      |

#### Connecting tasks to listings or reservations

Tasks can be linked to a **listing** or a **reservation**, providing context about what the task relates to. When a task is connected:

* The associated listing or reservation is displayed on the task detail page, with quick navigation to the related object.
* When viewing a listing or reservation, all related tasks are visible under the **Tasks** tab.

You can create a task directly from a listing or reservation page — the association is automatically set for you.

#### Assigning tasks

Tasks can be assigned to any operator in your workspace. Once a task is assigned, the operator will be notified by email that a task has been assigned to them. Tasks can be reassigned at any time to a different operator if priorities or responsibilities change.

To assign or reassign a task:

1. Open the task
2. Click **Assign**
3. Select the operator from the list
4. Confirm the assignment

{% hint style="info" %}
Unassigned tasks are visible to all operators. Assigning a task does not restrict visibility — it simply indicates who is responsible.
{% endhint %}

#### Notes

Notes allow your team to add updates, comments, or context to a task. Each note is recorded with the author's name and a timestamp, creating a clear audit trail of communication.

When adding a note, you can optionally change the task's status at the same time. This is useful when providing an update that also moves the task forward — for example, adding a note saying "Parts ordered" while changing the status to **Waiting on Supplier**.

To add a note:

1. Open the task
2. Click **Add Note**
3. Write your note and optionally select a new status
4. Submit

***

#### Frequently Asked Questions

<details>

<summary>How do I create a task?</summary>

There are two ways to create a task:

1. **From the Tasks page** — Navigate to **Tasks** in the menu and click **Create Task**. Provide a title, description, and optionally link it to a listing or reservation.
2. **From a listing or reservation** — Open the listing or reservation, go to the **Tasks** tab, and click **Create Task**. The association is set automatically.

</details>

<details>

<summary>Can I reassign a task to a different operator?</summary>

Yes. Open the task, click **Assign**, and select a different operator. The newly assigned operator will receive an email notification.

</details>

<details>

<summary>What happens when a task is resolved?</summary>

When a task is marked as **Completed**, **Failed**, or **Cancelled**, the resolved date is recorded. You can reopen a resolved task if further action is needed.

</details>

<details>

<summary>Can I filter tasks by status or assigned operator?</summary>

Yes. The task overview page provides filters for both status and assigned operator, as well as sorting options by creation date.

</details>

<details>

<summary>Who can see a task?</summary>

All operators in the workspace can see all tasks, regardless of whether the task is assigned to them. Assignment indicates responsibility, not access.

</details>

***


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