Tasks

Tasks help you coordinate your team on field operations: between-stay cleaning, maintenance, check-in, inspection. Every task is attached to a property (and optionally to a booking), assigned to a member or a team, with a status, a priority, and a due date.

Open the tasks list

Three entry points:

• Tasks menu (workspace level) — global list of every task across your portfolio.
• Property page → Tasks — list scoped to one listing.
• Booking page → Tasks — tasks tied to a specific stay.

Task fields

In the create / edit form (Create task):

• Title (required) — short and explicit.
• Description (optional) — detailed instructions.
• Status: Draft, Scheduled, In Progress, Completed, Cancelled, On Hold.
• Priority: Low, Medium, High.
• Type: Cleaning, Maintenance, Check-in, Check-out, Inspection, Other.
• Property (required).
• Booking (optional, to tie the task to a specific stay).
• Assigned to: a teammate or a whole team.
• Dates: scheduled start, scheduled end / due date, estimated duration (HH:MM).
• Task template (optional) — see below.

On save, the task appears in the list with its status badge, priority, type, and assignment.

Filtering the list

The filter bar above the table offers:

• Status (multi-select).
• Priority.
• Type.
• Assigned to — a specific member.
• Assigned team.
• Property (only on the global list).
• Booking.
• Text search — by title or description.

Permissions and visibility

Your teammate's role determines what they see and can do:

• Read all — they see every task in your workspace.
• Read assigned only — they only see tasks assigned to them (or their team).
• Write all — they can create, edit, and assign any task, including ones they don't own.
• Write assigned only — they can act only on their own tasks.
• Delete — same logic (all or assigned only).

Assigning a task to someone else only works with Write all.

These permissions are configured from Members → Manage Custom Roles, under the Tasks category.

Task templates

For recurring operations (a standard cleaning, for instance), you can create a task template from the Tasks → Templates menu. A template defines:

• A default title, type, priority, estimated duration.
• A checklist of items to validate (checkboxes, photos, videos), with required or optional items.

When you create a task from a template, the checklist is copied automatically and the assignee ticks items as the work progresses. The tracker shows "X/N required items completed".

Checklists and attachments

In a task's detail view, the checklist (inherited from a template or built manually) lists every item to validate. For each item:

• A checkbox (simple validation).
• Attachments: photos, videos, or documents — useful for cleaning or maintenance debriefs.

Items marked required must be completed before the task can be moved to Completed.

Best practices

• Use templates for your standardized operations (between-stay cleaning) — saves time and keeps quality consistent.
• Restrict assignments to what the person actually needs: a cleaning partner should be in Read/Write assigned only mode so they don't see the rest of your operation.
• Link the task to its booking when relevant — you'll find the task again on the booking page, useful for team briefs.