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Tasks

The Tasks tab is used to create, assign, update, and complete housekeeping tasks. Tasks are linked to specific rooms and assigned to housekeeping staff.

Having a problem?

See Housekeeping Overview for common FAQs and troubleshooting.

Access​

From the sidebar: Housekeeping → Housekeeping Management → Tasks tab.

Task Summary Cards​

At the top, summary cards show task counts by status: Pending, In Progress, Completed, Cancelled.

Filters​

FilterDescription
SearchFilter by room number, task type, or assignee name.
StatusFilter by task status (Pending, In Progress, Completed, Cancelled).
PriorityFilter by priority level (Low, Medium, High, Urgent, Critical).
RefreshReload the latest task data.

Creating a Task​

Click Create Task. The Create Task modal has the following fields:

FieldRequiredDescription
FloorYesSelect one or more floors. Defaults to all floors. Filters the Room dropdown.
RoomYesSelect one or more rooms from the filtered list.
Task TypeYesType of task — from HK Task setup.
PriorityYesLow / Medium / High / Urgent / Critical.
Assign ToNoSelect one or more housekeeping staff members to assign the task to. Only users in the Housekeeping department are shown.
Due DateNoTarget completion date.
DescriptionNoAdditional details about the task.

Click Create Task to save. The task is created with status Pending.

Updating a Task​

Click the Edit (pencil) icon on a task row. The Update Task modal has the same fields as Create, plus:

FieldDescription
StatusChange the task status: Pending / In Progress / Completed / Cancelled.
NotesAdditional notes added during or after the task.

Click Update Task to save.

Assigning a Task​

Click the Assign button on a task row to open the Assign Task modal. Select one or more housekeeping staff members and save. This updates the assigned users without changing other task details.

Completing a Task​

Click the Complete button on a task row to mark it as completed immediately. A confirmation is not required — the task status changes to Completed and the completion date is recorded.

Deleting a Task​

Click the Delete (trash) icon on a task row. A confirmation dialog shows the room(s), task type, and priority before deletion. Deletion cannot be undone.

Viewing Task Details​

Click the task type name in the table to open the Task Detail modal, which shows all task information in a read-only view.

Task Statuses​

StatusMeaning
PendingTask created but not yet started.
In ProgressTask is being worked on.
CompletedTask is done; completion date recorded.
CancelledTask was cancelled.

Priority Levels​

Low → Medium → High → Urgent → Critical. Use Urgent or Critical for tasks that must be done immediately (e.g. VIP arrival room).

Common FAQs​

Why are no staff members showing in the Assign To dropdown? Only users in the Housekeeping department are shown. Ask your administrator to assign the correct department to housekeeping staff in Configuration → General Setup → Users.

Can I assign a task to multiple rooms at once? Yes — select multiple rooms in the Floor/Room multi-select when creating the task. All selected rooms are saved on a single task record, so updating, assigning, or completing the task applies to all of its rooms at once.

Can I assign a task to multiple staff members? Yes — the Assign To field supports multi-select.

See also​