You can now add a list to your tasks in Operations.
Create a list of to-dos for your teammate within a task.
Perfect to give your cleaner a list of jobs that you want them to complete, or perhaps a list of routine jobs you want your maintenance team to carry out.
Checklist vs. task note
A checklist repeats on every task the rule generates. Use it for steps that apply to every clean (strip beds, restock, quality check).
Do not use it for one-off, guest-specific instructions like "birthday candles" or "leave extra towels for this group." Those belong on a task note.
To add a task note:
Open Calendar → Task view or Properties → Tasks.
Find the checkout cleaning before the guest's arrival. Turnovers are attached to the departing reservation, not the arriving one.
Add the instruction in the Note field and save.
Cleaners see the note on that task in the Teammate Portal.
How do I create a checklist?
To create a task checklist, go to:
Operations
Task Rules
Select the relevant task rule
Start typing out the checklist
How do I communicate the checklist to my teammate?
Once you have set up a task rule with a checklist, you'll have access to the %task_list% short code. Use this short code in your notification rules to let your team know which tasks they need to complete.
The code will display as a bulleted list to the teammate.
Can my teammate check off or mark items as completed?
Currently, teammates do not have the ability to check off or mark items on the checklist as completed or done.
Teammates are not able to reply to tasks after completing them or sending images of the completed tasks.
Can I see what tasks are outstanding?
You can easily view the list of jobs for a particular task in the tasks tab on the dashboard. Click on the 'Task Checklist' header to view the toggle checklist.
And there you go 🎉 you've created a to-do list for your team. Just don't forget to activate the task rule.