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.

Incomplete required items trigger a warning when marking a task Completed, but do not block the status change. Check the checklist and required evidence before confirming.

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.

Team notifications

Tasks are for your team; message automations are for guests. An assignment or status does not prove that someone has read an instruction.

If the notification bell is available in your workspace, open it to read received alerts, follow any linked item and dismiss handled alerts. Always check the task for its current state.