Managing Tasks

The Tasks tab lets you manage your team’s work on the go. You can browse tasks across your organization, filter by status or priority, create new tasks, and update progress — all from your phone.

Browsing Tasks

Open the Tasks tab from the bottom navigation bar. You can switch between three views using the scope buttons at the top:

All tasks — every task in your organization
My tasks — tasks assigned to you or where you are a collaborator
By department — tasks grouped under collapsible department sections with task counts

The task list supports pull-to-refresh to get the latest data.

Filtering

Tap the filter icon to open the filter sheet. You can filter by:

Status — Not Started, In Progress, Completed, Cancelled
Priority — Low, Medium, High, Critical
Department — any department in your organization

Active filters appear as removable chips below the scope buttons. Tap the X on a chip to remove that filter.

Task Cards

Each task in the list shows:

Priority icon — color-coded by level
Task name
Property name
Status badge
Due date — shown in red if the task is overdue
Assignee name (if assigned)

Tap a task card to open its detail screen.

Creating a Task

If you have permission to create tasks, a floating + button appears at the bottom-right corner of the Tasks tab.

Tap the + button

The task creation form opens.
Enter a task name

Type a descriptive name for the task. This field is required.
Select a property

Tap Property to open a picker and choose which property this task belongs to. This field is required.
Select a department

Tap Department to choose the responsible department. Departments are shown with their color indicators.
Set optional fields
- Due date — tap to set a deadline
- Priority — defaults to Medium; tap to change (Low, Medium, High, Critical)
- Mark as issue — toggle on if this task represents a maintenance issue
Tap Create

The task is created and synced to the server. You’ll be taken back to the task list.

Task Detail Screen

Tap any task to see its full details. The detail screen includes:

Status badge — tap to change the task’s status (Not Started, In Progress, Completed, Cancelled)
Property — tap to navigate to the property detail screen
Department — with color indicator
Assignee — with avatar; tap to view their profile
Due date — highlighted in red if overdue
Priority — with icon
Description — if one was provided
Blocking badge — shown if the task is marked as blocking
Linked reservation — shown if the task is tied to a guest stay

Sub-screens

The task detail screen provides access to four sub-screens, each with a badge showing the item count:

Requirements — a checklist of items grouped by requirement group. You can mark items as complete, capture photos (required or optional depending on the group), and track progress with a completion percentage bar. A Complete Task button appears when all items are done.
Comments — a threaded discussion with timestamps and user avatars. Type a message and tap the send button to add a comment.
Costs — a list of cost entries with descriptions, types, and currency amounts. Tap + to add a new cost with a description, amount, and type (Normal, Quantity, Duration).
History — a chronological activity log showing events like task creation, status updates, assignment changes, date changes, comments, photo uploads, and cost additions.

Changing Task Status

You can update a task’s status from the detail screen:

Tap the status badge at the top of the task detail
A bottom sheet appears with all available statuses
Select the new status — the change is saved and synced immediately

Home Dashboard — see your tasks due today
Property Details — view tasks linked to a property
Reservations — see tasks linked to a reservation