Task Details provides Admins and Supervisors with all the information they need about a specific task.
Any details about a specific task are included on Task Details page so you can easily access it in one place:
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Cost
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Comments
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Field notes
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Reported issues
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Requirements
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Task History
We understand that managers need visibility into what is happening at the property. With Task Details, you have the ability to view requirements that are completed in real-time and to create sharable reports of the task at any stage.
Task Overview
To access the Task Details page, select the task you want to dig into, and then click on the fly-out:
The landing page is the Task Overview. On this page, you can easily access information about the task's activity and progress, as well as general information about the task.
Task activity and progress
At the bottom of the page is the task activity.
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Comments: you will see any comments left by the rep or other managers, and you have the ability to add comments.
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History: this offers a detailed time stamped timeline of the task. This includes when and by whom the task was assigned, to when it was started, along with when a comment or issue were added.
On the right side, you will see a high level view of the task's progress.
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How many requirements have been completed.
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How many and what issues have been reported.
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Field notes and photos that have been added by the rep as they are completing the task.
Note: the photos that appear under field notes are taken within the task as it is being completed. The photos that appear in the general summary were taken outside of the checklist and are included on the report.
Task information
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Assignees
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Reservation details (if there is a reservation associated with the task)
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Task due date
Changing a task template directly from the Task Details page
We know that sometimes you may need to change the task that needs to be completed, and will want to change it on the spot as you are reviewing the tasks for the day.
If the task hasn't yet been started, you have the ability to change the department and the template from this page. This will automatically adjust the requirements of the task.
Task Requirements
Task requirements include all the items in the template for this task. (Before this page existed, you had to leave the page and go to the template to look at the actual requirements!)
The requirements are updated in real-time as employees complete the work. Any requirement that have been completed will display in green, the ones that are not yet completed are grey.
Cost
If there were any costs associated with this task, and the rep added an itemized costs and/or a supply costs, they will appear here. You also have the ability to add those costs directly in this page.
