The Tasks function allows you to stay organized by having a clear overview of ongoing and upcoming tasks and set reminders for specific tasks that need to be completed at a set time.
Upcoming tasks can be used in order to set reminders for specific activities that require completion by a designated time, including but not limited to:
- Delivering flowers to a room
- Collecting an order
- Tidying up a specific area
- Assembling meeting materials
- Submitting reports
- And much more...
On the Noovy Dashboard, you can quickly view a summary of your assigned tasks.
To explore your tasks in detail, go to Messages > Tasks
By default, the Tasks section and dashboard only show tasks that are specifically assigned to you or to groups of which you are a member.
If you wish to view tasks assigned to other users or different groups, you can easily do so by using the filter function available in the Tasks section.
How to Create a Task
- Access the Tasks Function,
- with navigating through the message menu and Click on "Create New Task"
- with using on the Task Button located within a reservation Click on "Create New Task"
- with navigating through the message menu and Click on "Create New Task"
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A pop-up window will appear where you can enter all the necessary information for the task, such as:
- Working Title: Give your task a clear and concise title.
- Priority: Set the urgency level (e.g., low, medium, or high).
- Description: Add a brief description if needed. (optional)
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Set Up the Time or Time Frame: Specify when the task needs to be completed by setting the exact date and time or a time frame.
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Assign a Reservation or Room to the task by completing the required fields displayed.
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Assign the Task to a group (such as Front Desk, Housekeeping, etc.) or a specific person within your hotel.
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Attach Files to the task if relevant, such as images, documents, or instructions.(optional)
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Add Tags to help categorize and easily find tasks. (optional)
How organize the Tasks
Easily organize your tasks by using the drag-and-drop feature, allowing you to categorize them as requests, to-dos, in progress, or completed tasks.
The task's display in the dashboard will vary based on its current status.
By default, the Tasks section shows only all tasks assigned to you or to groups you belong to.
You can switch the view to display the tasks specifically assigned to you or the task you created by using the toggle located in the top right corner, next to the Filter Button.
Within the filter options, you can refine the displayed tasks by various criteria, such as:
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- priority level
- date range
- booking or reservation number
- individual assigned
- individual created