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Tasks

The Tasks tab is used to create, assign, update, and complete housekeeping tasks. Tasks are linked to specific rooms and assigned to housekeeping staff.

Having a problem?

See Housekeeping Overview for common FAQs and troubleshooting.

Access

From the sidebar: HousekeepingHousekeeping ManagementTasks tab.

Task Summary Cards

At the top, summary cards show task counts by status: Pending, In Progress, Completed, Cancelled.

Filters

FilterDescription
SearchFilter by room number, task type, or assignee name.
StatusFilter by task status (Pending, In Progress, Completed, Cancelled).
PriorityFilter by priority level (Low, Medium, High, Urgent).
RefreshReload the latest task data.

Creating a Task

Click Create Task. The Create Task modal has the following fields:

FieldRequiredDescription
FloorYesSelect one or more floors. Defaults to all floors. Filters the Room dropdown.
RoomYesSelect one or more rooms from the filtered list.
Task TypeYesType of task — from HK Task setup.
PriorityYesLow / Medium / High / Urgent.
Assign ToNoSelect one or more housekeeping staff members to assign the task to. Only users in the Housekeeping department are shown.
Due DateNoTarget completion date.
DescriptionNoAdditional details about the task.

Click Create Task to save. The task is created with status Pending.

Updating a Task

Click the Edit (pencil) icon on a task row. The Update Task modal has the same fields as Create, plus:

FieldDescription
StatusChange the task status: Pending / In Progress / Completed / Cancelled.
NotesAdditional notes added during or after the task.

Click Update Task to save.

Assigning a Task

Click the Assign button on a task row to open the Assign Task modal. Select one or more housekeeping staff members and save. This updates the assigned users without changing other task details.

Completing a Task

Click the Complete button on a task row to mark it as completed immediately. A confirmation is not required — the task status changes to Completed and the completion date is recorded.

Deleting a Task

Click the Delete (trash) icon on a task row. A confirmation dialog shows the room(s), task type, and priority before deletion. Deletion cannot be undone.

Viewing Task Details

Click the task type name in the table to open the Task Detail modal, which shows all task information in a read-only view.

Task Statuses

StatusMeaning
PendingTask created but not yet started.
In ProgressTask is being worked on.
CompletedTask is done; completion date recorded.
CancelledTask was cancelled.

Priority Levels

Low → Medium → High → Urgent. Use Urgent for tasks that must be done immediately (e.g. VIP arrival room).

Common FAQs

Why are no staff members showing in the Assign To dropdown? Only users in the Housekeeping department are shown. Ask your administrator to assign the correct department to housekeeping staff in Configuration → General Setup → Users.

Can I assign a task to multiple rooms at once? Yes — select multiple rooms in the Floor/Room multi-select when creating the task. One task record is created per room.

Can I assign a task to multiple staff members? Yes — the Assign To field supports multi-select.

See also