Assigning Tasks to Staff

Each task has one assignee. You can assign it when you create it, assign it later from the task page, or let Argonautas assign it from the property's staff list.

Only administrators and property managers assign tasks.

Assigning When You Create a Task

1. On Tasks, click New Task.
2. Fill in the task details (see Task Management).
3. Under Assignment, choose the person in Assign To. The list shows each active staff member with their position, for example "María Jiménez (Head Housekeeper)".
4. Click Create Task.

Leave Assign To on Unassigned (Pending) to create the task without an assignee. It waits on the Unassigned tab.

Assigning an Existing Task

1. Open the task from the Tasks board.
2. Click Assign Staff (unassigned tasks) or Reassign next to the current assignee.
3. Pick the Staff Member and click Assign.

You can reassign a task while it is pending, assigned, or in progress. You can also change Assign To from Edit while the task is pending or assigned.

Automatic Assignment

Turnover and pre-arrival tasks created for a confirmed booking go to the property's Primary Housekeeper. Set that on the property's Staff tab:

1. Open the property and click the Staff tab.
2. Under Add Staff, choose the Role (for example Primary Housekeeper) and the staff member.

If a property has no primary housekeeper, its booking tasks are created unassigned. You can also assign properties from a staff member's profile with Assign Property.

How Staff Are Notified

Staff get a message when:

• A task is assigned to them.
• One of their booking tasks is moved to new dates or cancelled because the booking changed.
• A task is scheduled for today. A reminder goes out once, early in the morning (from 6 AM, company time).

The message goes by the staff member's preferred channel. That is WhatsApp by default, or SMS, when they have a phone number; otherwise it goes by email. Staff with neither a phone nor a real email get no message.

Common Questions

Can I assign a task to more than one person? No. Each task has one assignee. Create a task for each person.

Does the Assign To list show who is available? No. Check the Staff Schedule and time off before assigning.

Are there bulk actions on the board? No. Assign or reassign each task from its own page.

Related

• Task Management: The Tasks board and task page.
• Task Priorities: Priority levels.
• Task Tracking: Following progress.
• Checklists: Checklists and templates.