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Tasks

Open Operations → Tasks for everything that isn't a cleaning: repairs, restocking, inspections, guest requests.

The task list

Tasks are split into Not Started, In Progress and Completed. Each shows:

  • the task and who it's assigned to (people or a role);

  • the listing and priority (High, Medium…);

  • the due date, in red once it's overdue;

  • when it was reported, and View Progress to see where it stands.

Use Filter and Search task, listing to find one, and Export to .xlsx for a spreadsheet. The ⋮ menu on each row has Edit Task and Delete Task.

Create a task

Click Create Task, or use Create operation → Task in the Operations Calendar. Fill in the listing, who it's for, the instruction, and optionally a due date, priority and photos.

You can also raise a task from team chat: right-click a message in the Inbox's Internal chat (see Inbox).

Recurring tasks

For checks that come back on a schedule (pool cleaning, smoke alarms, a weekly linen count), use the Task Scheduler:

  1. Click Task Scheduler, then + Schedule task.

  2. Choose the listings and the role the task goes to.

  3. Write the instruction, set the priority and optionally add an image.

  4. Under Create task every, choose how often (for example every 1 day), and set the time to create it (for example 08:30).

  5. Click Create Task.

Elev8 then creates the task on that schedule, for whoever has that role on each listing.