Auto Tasks are tasks that are scheduled ahead and are automatically triggered by a certain event in a reservation's life-cycle (e.g. check-in or booking confirmation).

Utilize Auto Tasks for checklists, attachments, and assignees — like cleaning a property one hour after each guest checks out.

Before starting, familiarize yourself with several fields you will be prompted to customize during the creation process

Title

Give the Auto Task template a title: This will help you and your team identify it.

Description

You can add free text to provide your team with more information about the task.

Duration

Add the planned duration of the task. This can help you to:

  • Schedule and prioritize tasks more efficiently based on the estimated task length
  • Set expectations with the assignee regarding task length

Priority

You can set the priority of the task: 1 being the highest priority while 5 being the lowest.

Checklist

You can create a task to-do list:

  1. Click Add a new item and enter the relevant text.
  2. Press Enter or Return on your keyboard to add the item.

Note:

The character limit is 2,000 in total.

You can re-order the entries in your to-do list by dragging them up or down from the icon. 

Assignee

You can assign the task to a specific member of your team: Under "Assignee", select a person from the drop-down. Alternatively, you can assign the task to a group of users. See the information below.

Assigned group

You can assign the task to a group of users: Under "Assigned Group", select a group from the drop-down. A member of the group can then assign the task to themselves. When scheduled, the Auto Task will appear as "Unassigned" until a member of the group accepts the task via the Guesty mobile app. The task will still be associated with the relevant reservation even if the task is not accepted.

Supervisor

Assign a supervisor to the task: From the drop-down under "Supervisor", select the relevant option.

Attachments

You can add files to provide your team with important information about the task: Click Upload an attachment and select the relevant files or drag and drop files from a folder on your computer.

Automation upon task completion

Certain actions can be automatically performed once an Auto Task has been completed, such as changing the listing's cleaning status to "Clean", or sending a message to a guest or team member. Under "Automation upon task completion", click Select and select the relevant option from the drop-down.

Get started by creating a template, which will provide your team with all the information they need to complete the task.
Once created, you can set up the automated scheduling of the tasks.

Follow the instructions below or watch our video to create an Auto Task template.

Step by step:

Important:

  • When editing an Auto Task template, the updates made will apply to all existing related tasks.
  • When a template is deleted, all related tasks will automatically be deleted.
  • Any changes made to the Auto Task template, such as updating the "Automation Upon Task Completion" settings, will only apply to Auto Tasks created for reservations with future check-out dates. Auto tasks created for reservations with past check-out dates will not be updated, and you will need to update them manually.

Pro users Lite users

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Operations mode.
  3. Click Properties.
  4. Click the relevant listing.
    • If the listing is a multi-unit, access the listing's main settings or click a sub-unit. Learn how to do this here.
  5. In the listing's menu, select Tasks.
  6. Click Add template.
  7. Fill in the relevant information.
    Learn more about each field for Auto Task templates.
  8. Click Save.
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