Sections are abstract and represent the different parts of a task. For example, a cleaning task template might have sections for each room. A garage conversion task template might have sections for the initial teardown, furniture removal, and so on.
Sections can be used to break down a task into smaller, more manageable chunks. This can help to improve efficiency and accuracy. It can also make it easier to track progress and identify any areas that need attention.
As a reminder on how to create Task Templates, please refer to this article:https://ciirus.zendesk.com/hc/en-us/articles/20750497018395-creating-task-templates
Editing a Template
Sections are configured first after entering a template.
Remember, to edit a template:
Navigate to Operations > Task Manager > Task Templates
Select the blue elipies icon to the left of the template.
Select "View/Edit Template".
Task Sections
To keep things simple, this article will discuss the sections of a housekeeping/cleaning Task. For a clean, sections will generally be named after specific rooms. That way, the staff member can easily visualize the work that needs to be done on a room-by-room basis within a home.
For instance, a Task Template for a standard 3 bedroom clean may have the following sections:
Master Bedroom
Master Bath
Twin Bedroom
Queen Bedroom
Downstairs Bath
Upstairs Bath
Foyer
Dining Room
Kitchen
Downstairs Living Room
Upstairs Living Room
Laundry Room
Games Room
Pool Area
Miscellaneous
The above example is highly granular, with each room having its own section. It’s recommended with Task Manager to be granular whenever possible. That way, staff are held accountable for meeting your specific expectations.
However, the list of sections could be broader, like the following example:
Bedrooms
Bathrooms
Living Areas
Kitchen/Dining
Miscellaneous
Sections in Task Manager are flexible and can be interpreted in a way that works best for your business. You can be as granular or broad as you need to be in your requirements.
Adding a Section
To add a section to the Task Template:
Select “+ Add Section”.
Open the drop-down chooser.
Select a section name from the drop-down list and skip to step 7. To provide a custom name for section, follow steps 4 6.
Select “Add New” at the bottom of the drop-down chooser. A pop-up will appear.
Enter a name for the section.
Click Add.
Click Save.
Order the Sections
A blank section with the given name now appears within the Task Template. Add additional sections according to the number of rooms or areas to be cleaned within the home. The order the sections appear in this list is the same order they will be presented to the staff member in their app while on-site.
To re-order the sections:
Identify the section that needs to be moved.
Press (do not release) the mouse on the up/down arrows icon to the left of the section that needs to be moved.
Drag the mouse up or down to re-position the section within the list.
Release the mouse to place the section.
Repeat for all sections that must be re-ordered.
NOTE: Remember, for the sake of this guide, the prevailing example is of a cleaning Task Template. Sections for a maintenance Task Template may not be rooms, but major steps/processes that contain sub-steps.