Unit Tasks shows all scheduled cleans, work orders, and inspections for a single unit. It's a great way to get a quick overview of all the tasks that are scheduled for any given unit.
View Tasks
To view the scheduled tasks, go to:
Operations
Task Manager > Unit Tasks
Choose a unit from the Unit Chooser
Use the filter row to adjust dates if necessary and press the "Refresh" button
By default, the grid shows the task type, vendor, date, template and status.
Task Actions
From the grid, you can take the following actions for the selected task:
View the Task Report: Once the task has been updated to "In Progress" or "Completed" in the Task Manager app, you can view the Task Report.
View the Reservation Folio: You can open the Folio to see reservation details for the selected task.
View the Task: Open the associated clean, work order, or inspection linked to the selected task.
Use the icons from the left-most column to perform an action.
Export Unit Tasks
You can export the grid of your Tasks to Excel by selecting the "Export" icon above the grid.
