Team & tasks
What it does
Section titled “What it does”Team & tasks is the owner’s page for the people who work at the hotel. Tasks sit in four lanes. You give each task to a person and it appears on that person’s Today straight away. Below the lanes, Everyone lists your team with their role, shift and last sign-in.
Who can use it
Section titled “Who can use it”Admins (owners).
Where to find it
Section titled “Where to find it”Team & tasks in the rail, under People.
How to create and assign a task
Section titled “How to create and assign a task”- Click New task.
- Enter What needs doing.
- Under Give it to, pick a person, or leave Nobody yet.
- If nobody is picked, you can choose a team under Team (when nobody is picked yet).
- Choose the Priority: High, Medium or Low.
- Click Create task.
How to assign or reassign a task
Section titled “How to assign or reassign a task”- On the task card in the lanes, click Assign (or Reassign if it already has a person).
- Pick the person under Give it to.
- Click Save.
How to read the lanes
Section titled “How to read the lanes”- The lanes are New, Assigned, Doing and Done today. The number beside each is how many tasks are in it.
- A card shows the title, the priority, the team and the person, or “Nobody yet”.
What the person sees
Section titled “What the person sees”The person sees the task in a card called Given to you on their Today. It shows who it is from. They click Start to move it to Doing and Done to finish it.
How to see who is on shift
Section titled “How to see who is on shift”- Read the line under the page title, for example “3 of 8 on shift now”.
- In Everyone, a green dot beside a name means on shift now. The Shift column shows each person’s shift.
How to look at someone’s screen
Section titled “How to look at someone’s screen”- In Everyone, click Screen on the person’s row.
- Today opens as that person’s role sees it. The button is not shown on an Admin’s row.
How to add or manage someone
Section titled “How to add or manage someone”- Click Add someone to add a colleague. The form is the same as in Employees.
- Click Manage on a row to open that person’s panel.
Tips & good to know
Section titled “Tips & good to know”- To set someone’s shift, click Manage, then Edit details, and choose a Shift. Nobody is locked out outside their shift; it only shows who is on now.
- A front desk, manager or owner you give a task to also gets it in their bell. Housekeeping and concierge staff see it in Given to you on their Today.
- Last signed in shows “Never” for someone who has not signed in and “Deactivated” for someone switched off.
Troubleshooting
Section titled “Troubleshooting”- The Create task button is off. → Enter What needs doing first.