Task Management

Every piece of operational work in Argonautas is a task: turnover cleans, repairs, pool service, inspections, guest requests. All of them live on one board, Tasks, in the sidebar.

Who Can Use the Board

Who	What they can do
Administrators and property managers	See every task, and create, edit, assign, verify, and cancel tasks.
Reservations agents and concierges	See every task in the company. The board shows "View only. Managers create and assign tasks."
Field staff	Don't use this board. They see their own tasks in the Staff Portal.

The Tasks Board

Each row shows the task title, its number and type, the property, when it is scheduled, who it is assigned to, and its status. High and Urgent priorities get a badge, and so does Overdue. Click a row to open the task.

Tabs

Tab	Shows
Open	Everything not yet finished: pending, assigned, and in progress. This is the default.
Unassigned	Pending tasks with no one assigned.
Assigned	Assigned tasks no one has started.
In progress	Tasks a staff member has started.
Overdue	Unfinished tasks whose scheduled date has passed.
Done	Completed and verified tasks, newest first.
All	Every task, including cancelled ones, newest first.

Work still to do is listed soonest first. Each tab shows a count that follows your filters.

Filters and Search

• Search tasks matches the task number, title, description, and property name.
• All Properties, All Types, and All Priorities narrow the list.
• Anyone filters by assignee (managers only).
• Dates opens a From and To date range.

Filters in force appear as chips next to the tabs. Click the x on a chip to drop it, or Clear filters to drop them all. The board keeps your tab and filters in the page address, so Back to Tasks returns you to the same view, and you can bookmark a filtered view.

On a phone, the filters fold into a Filters button and each task shows as a card.

The sidebar's Maintenance link opens this same board filtered to maintenance work. See the Maintenance Guide.

Creating a Task

1. On Tasks, click New Task.
2. Optionally choose a template under Load from Template to pre-fill the form.
3. Under Task Details, enter a Title and pick a Task Type. Change Priority if it isn't Normal.
4. Add Checklist items with Add Item, and write instructions in Description.
5. Under Assignment, pick the Property. Optionally link a booking and choose who to Assign To.
6. Under Schedule, set the Scheduled Date, and optionally a Start Time, End Time, and Est. Duration (hours).
7. Click Create Task.

Title, Task Type, Property, and Scheduled Date are required.

Task Types

Turnover Clean, Deep Clean, Inspection, Maintenance, Repair, Preventive Maintenance, Pool Service, Garden Maintenance, Pre-Arrival Prep, Inventory Check, Welcome Setup, Concierge Request, Grocery Delivery, and Other.

Linking a Booking

Linked Booking (optional) unlocks once you pick a property. It lists that property's bookings from two weeks before to two weeks after the scheduled date.

Templates

Load from Template fills the title, type, priority, duration, description, and checklist from a saved template. Every company starts with three: Turnover Clean, Deep Clean, and Pre-Arrival Preparation, each with a full checklist.

To make your own, tick Save as template for future use at the bottom of the form, give it a Template Name, and create the task. The template is saved alongside it.

Tasks Created Automatically

When a booking is confirmed, Argonautas creates two tasks for it:

• Turnover Clean on the departure date.
• Pre-Arrival Prep the day before arrival, unless that day has already passed.

Each is assigned to the property's Primary Housekeeper from the property's Staff tab, if it has one. Otherwise it is created unassigned.

These tasks follow the booking while they are still pending or assigned:

• If the booking is cancelled, marked no-show, or declined by a partner, they are cancelled.
• If the dates change, they move to the new dates. A prep task whose new date has already passed is cancelled.
• If the booking moves to another villa, they move with it.

Once a staff member has started or finished one of these tasks, it is left alone. The assignee is told about each task that moves or is cancelled.

Task Statuses

Status	Meaning
Pending	Created with no one assigned.
Assigned	Assigned to a staff member, 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.

Assigning a pending task makes it Assigned. Staff start and complete tasks in the staff portal. See Completing Tasks.

The Task Page

The header shows the property, date, time, priority, and task number. The page also shows:

• Facts: Task Type, Assigned To, Est. Duration, and, when there is one, the actual duration, linked booking, and labor cost.
• Checklist with progress, such as "4 / 7 completed".
• Completion Notes and Verification Photos the staff member added.
• Description.
• Timeline: when the task was created, assigned, started, completed, and verified, and by whom.

Managers get the actions that fit the task's status:

Action	Available when
Assign Staff	The task has no assignee.
Reassign	Pending, assigned, or in progress.
Edit	Pending or assigned.
Verify Task	Completed.
Cancel Task (in the ... menu)	Pending, assigned, or in progress.

Editing a Task

1. Open the task and click Edit.
2. Change what you need. In edit mode, each checklist item has a Done box.
3. Click Update Task.

Once a task is in progress, Edit goes away. You can still reassign or cancel it.

Common Questions

Can I create a task without assigning it? Yes. Leave Assign To on Unassigned (Pending). It shows on the Unassigned tab until you assign it.

Can I set a task to repeat? No. Use a template to create similar tasks quickly. Turnover and pre-arrival tasks are created for every confirmed booking automatically.

Can staff add photos? Yes, from the staff portal. They show under Verification Photos on the task page.

Related

• Task Assignment: Assigning and reassigning tasks.
• Task Tracking: Following progress on the board.
• Checklists: Checklists and templates.
• Staff Management: Adding your team.
• Maintenance Guide: The maintenance view of the board.