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.
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:
Open the task
Click Assign
Select the operator from the list
Confirm the assignment
Unassigned tasks are visible to all operators. Assigning a task does not restrict visibility — it simply indicates who is responsible.
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:
Open the task
Click Add Note
Write your note and optionally select a new status
Submit
Frequently Asked Questions
How do I create a task?
There are two ways to create a task:
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.
From a listing or reservation — Open the listing or reservation, go to the Tasks tab, and click Create Task. The association is set automatically.
Can I reassign a task to a different operator?
Yes. Open the task, click Assign, and select a different operator. The newly assigned operator will receive an email notification.
What happens when a task is resolved?
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.
Can I filter tasks by status or assigned operator?
Yes. The task overview page provides filters for both status and assigned operator, as well as sorting options by creation date.
Who can see a task?
All operators in the workspace can see all tasks, regardless of whether the task is assigned to them. Assignment indicates responsibility, not access.
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