Task templates are the starting point for repeated tasks, such as Cleans and Inspections that happen after each stay. Setting up task templates is simple, the steps to do so are outlined below.
How to create a task template
In the navigation under Tasks, go to Templates. Here you'll see each of your tasks separated into departments. By default you'll see 3 departments: Cleans, Inspections, and Maintenance.
Under the department you'd like, click + Create template to get started
Give the template a Name, Description, and Priority
Click + Add
How to build task template requirements
Now that your template is created, it's time to add the requirements. Find the template you just added and select it to start building. You'll build the template using Sections. Each section is a room or location which you then add requirements within.
Choose a room to start and press Submit, this will add the section to your template
Next, choose a requirement type to add, these can be checklists, photos, star ratings, counts, text fields, or custom drop downs. Save each section by clicking the green checkmark.
Continue adding requirements, and repeat the process for each room
If you need to reorder sections, you can drag and drop from the left side and click the section title to collapse for easier viewing. You can even reorder checklist items by dragging & dropping!
What if I have multiple bedrooms & bathrooms?
Bedroom & Bathroom sections will be multiplied based on the property listing. If the property assigned to a task has 3 bedrooms and 2 bathrooms, then the task will show a Bedroom section three times (Bedroom 1, Bedroom 2, and Bedroom 3) and a Bathroom section twice (Bathroom 1 and Bathroom 2). This is based on the Elements on the property and can be updated on each property.
Do I need to make separate templates for every property?
No, even if some properties have different rooms, you can still use one template! We use Elements on each property to determine which Sections of the task template should be included on a task for that property. You can update your property's elements on each property's settings > Property tab in the Elements section.
For example if two properties have a pool, but the others don't, you can still add a section for Pool to your task template, and this won't be added to tasks for properties without a Pool listed in their Elements.
How to add custom dropdown options for task requirements
Most requirements will be fairly self-explanatory, with the exception of the Dropdown and Condition. To add custom options for a Dropdown or Condition you'll need to add these options to your Option sets. You can do this from the Templates page by clicking + Manage custom options in the top right corner.
Click + Manage custom options
Click Add new
Name your Option set
Add the options
