Task templates enable you to save templates which can be scheduled automatically in the Auto Task screen.
Use templates for repeated tasks that shall be generated automatically such as check-in procedure, check out cleaning, etc.
Task template creation is under listing → tasks and can be attached to only one listing.
Task template contains the following fields:
- Assignee (user or group)
- Automation upon task completion
What is automation upon task completion?
Automation upon task completion enables you to automate actions you would like executed when a task is completed, with a goal of saving you time otherwise spent on manual work one would have to perform after a task (e.g. setting cleaning status to 'clean' or sending an email/SMS to a task supervisor to notify them of task completion).
In order to add automation, open the relevant task template and add the required automation.
Currently, there are 3 actions which can be automated:
- Update cleaning status to clean.
- Send a message (SMS/email) to the guest.
- Send a message (SMS/email) to a team member.