Creating an Auto Task template: Explained

This article accompanies our step-by-step instructions for creating an Auto Task template. During this process, you will be prompted to customize several fields. Read below about each field and how it affects the task.

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

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

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

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

You can create a task to-do list: Click Add a new item and enter the relevant text. Press Enter or Return on your keyboard to add the item.

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.

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.

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

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.

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.