Best practices: Tasks

Guesty’s task management functionality is highly flexible and can be adapted to suit your specific operational needs. Learn how to create calendar-based tasks manually or set up Auto Tasks
You can use Guesty's Auto Tasks feature to schedule tasks for each reservation automatically.
To manage longer reservations, enhance your automated setup by creating one-off tasks manually in Guesty. You can generate additional revenue by offering services, such as mid-stay cleaning, extra bedding, laundry, and grocery restocking.

Cleaning and maintenance tasks

Refer here to read our best practices for managing your cleaning operations.

Other tasks

In addition to managing the cleaning and maintenance of properties, tasks are also a great way of handling the following use cases.

  • Personal check-ins or greeting guests.
  • Inspections and quality control.
  • Reminder to get in touch with owners, such as once a month.
  • Reminder to check payment statuses on reservations and collect credit card details.
  • Escalate an urgent guest issue to a manager.
  • Inventory checks, such as hand soap and toiletries per listing.
  • Longer-term projects across the entire portfolio of listings:
    • Upgrading amenities at a property, such as installing entertainment services and providing better disability access.
    • Marketing each listing, such as uploading new photos and changing descriptions.

Group tasks

You can allow staff members to accept their own tasks. 

Set the assignee of a task template to “Group” to make it visible to all the group members. Instruct the group members to click “Accept Task” to assign the task to themselves.

Task reports

A wide selection of filters and columns can be added to your task-related custom reports. See below the most commonly used filters and columns.

Filters

  • Today's scheduled tasks.
    • "Start" filter and set it as "Is in the next 1 day".
  • Tomorrow's scheduled tasks. Add these two filters:
    • "Start" filter and set it as "Is in the next 2 days"
    • "End" filter and set it as "Is after the next 1 day".
  • Upcoming tasks scheduled in the next seven days.
    • "Start" filter and set it as "Is in the next 7 days"
  • Unassigned tasks.
    • "Assignee" filter, and set it as "Is Unassigned".
  • Tasks per supervisor, city, and listing tag.
    • "Supervisor", and select the supervisor(s) from the list.
    • "Listing's City", and select the relevant cities.
    • "Listing's Tag", and select the relevant tags.

Columns

  • Start Date.
    The exact time the assignee tapped "Start task" in the Guesty mobile app.
  • Completion Date.
    The exact time the assignee tapped "End task" in the Guesty mobile app.
  • Start.
    The planned start time according to an Auto Task's setup or the "Due Date" on a manually created task.
  • End.
    The planned end time according to the planned start time and duration.
  • Can Start From.
    The "Can Start From" field on a task's time frame.
  • Must Finish Before.
    The "Must Finish Before" field on a task's time frame.
  • Task Assignee.
    The person assigned to the task.
  • Status.
    See if a task is in progress, completed, and more.
  • Creation Date.
    The date that the task was created in Guesty. For Auto Tasks, this should match the reservation's confirmation date.
  • Next Reservation.
    A brief look at the next upcoming reservation.
  • Next Planned Arrival.
    A guest's planned arrival time. This column will only display data if the guest's ETA has been manually adjusted. The listing's default check-in time will not be displayed in this column.

 

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