Tracking Task Progress
The Tasks board shows what is waiting, what is in progress, and what is late across all your properties.
Task Statuses
| Status | Meaning |
|---|---|
| Pending | Created with no one assigned. |
| Assigned | Assigned to someone, not started. |
| In Progress | The staff member has started it. |
| Completed | The staff member has finished it. |
| Verified | A manager has checked the finished work. |
| Cancelled | Called off. |
Board Tabs
Open Tasks from the sidebar. The board opens on Open (pending, assigned, and in progress), soonest first. The other tabs are Unassigned, Assigned, In progress, Overdue, Done (completed and verified, newest first), and All. Each tab shows how many tasks it holds.
Filtering
| Filter | Narrows to |
|---|---|
| Search tasks | Task number, title, description, or property. |
| All Properties | One property. |
| All Types | One task type, such as Turnover Clean. |
| All Priorities | Low, Normal, High, or Urgent. |
| Anyone | One assignee (managers only). |
| Dates | Scheduled dates from and to. |
Filters combine. For example, choose a villa, Urgent, and the Overdue tab to see what is late there. Active filters show as chips you can remove one by one.
A staff member's profile has View All Tasks, which opens the board filtered to that person on the All tab.
Overdue Tasks
A task is overdue when its scheduled date has passed (in your company's time zone) and it isn't completed, verified, or cancelled. Overdue tasks get an Overdue badge and appear on the Overdue tab.
To clear them:
- Open the Overdue tab.
- For each task, decide what it needs:
- Still needed, not started: click Edit and move the Scheduled Date, or Reassign it.
- No longer needed: open the ... menu and click Cancel Task.
- In progress: check with the assignee.
Performance Metrics
Completion counts, completion rate, and labor cost are on Staff Reports, under Staff Management.
Common Questions
Can I see tasks for all properties at once? Yes. The board shows every property until you pick one.
Can I export the task list? Not from the board. Staff Reports has Export CSV for its summaries.
Related
- Task Assignment: Assigning tasks.
- Task Priorities: Priority levels.
- Task Completion: How staff complete tasks.
- Staff Reports: Performance reporting.