Tasks

You can set up Tasks in RoomBoss, to help keep track of what needs to be done, who it is assigned to and when it needs to be done.

Tasks can also be grouped by user defined activities; for example we could define the activity Snow clearing and assign all tasks related to snow clearing to this activity.

To set up an Activity:

Navigate to the Activity Setup page.

Click the + icon on the bottom right to add an activity. Name your activity, select a colour and click Save.

An example of activities.

To add new Tasks:

Tasks for a particular booking are best added on the Edit A Booking page. To create a task that does not relate to a particular booking:

Navigate to CRM → Tasks

To add a new Task enter the description into the text box, select a due date, and if you wish add an activity, a time, choose the user who is responsible for the task and click Save.

Use the Tasks page to view upcoming tasks and to create new tasks, Tasks will also appear on the Home page after log in.

To update a task’s status or details locate the Task, click Edit and edit where necessary. Click Save when finished.