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Understanding Front Desk Tasks

Learn about the Front Desk task management system, how it helps organize daily operations, and how it integrates with your staff.

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What is the Front Desk Task System?

The Front Desk Task system is a centralized hub for managing all guest-related and operational tasks. Instead of handling everything manually, tasks are: - Created from guest requests, room service needs, and operational requirements - Assigned to specific team members - Tracked from creation through completion - Categorized by type and priority - Connected to guest bookings and room information This system ensures no guest request is missed and your team stays organized.

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Key Features of Front Desk Tasks

The Front Desk Task system includes: • TASK CATEGORIZATION: Tasks are organized by category and subcategory based on source (room service, guest requests, maintenance, etc.) • PRIORITY LEVELS: Tasks can be marked as Low, Normal, High, or Critical to help your team prioritize work • TASK STATUSES: Tasks move through Open → In Progress → Done → Completed lifecycle • ASSIGNMENT & TRACKING: Tasks can be assigned to team members with timestamps showing when assignment occurred • LINKING TO BOOKINGS: Each task can be linked to a specific guest booking, showing the guest name and room number • SOURCE TRACKING: The system records where each task originated (room number, booking, request ID) for context • FILTERING & SEARCHING: Quickly find tasks by status, priority, assignee, or room • REAL-TIME UPDATES: The task list updates automatically as team members progress on their assigned work

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Front Desk Tasks vs. Housekeeping Tasks

The Front Desk Task system is separate from Housekeeping tasks. They serve different purposes: FRONT DESK TASKS: - Initiated by guests or staff from the front desk - Examples: Extra towels, room service issues, maintenance requests, guest complaints - Focus on immediate guest needs and satisfaction - Managed from the Front Desk Tasks page - Can be assigned to any team member HOUSEKEEPING TASKS: - Focused on room cleaning and maintenance - Examples: Departure cleans, stayover cleans, inspections, deep cleans - Focus on room readiness and condition - Managed from the Housekeeping page - Assigned to housekeeping staff Tips: - Front Desk tasks can CREATE room service or maintenance requests - These may then become housekeeping tasks - The systems work together to manage all property operations

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What's on the Front Desk Tasks Page

The Front Desk Tasks page displays: 1. FILTER BAR (Top): - Filter by status: All, Open, In Progress, Done, Cancelled - View counts for each status - Search by task name, room number, or guest name 2. TASK GROUPS (Organized by Status): - Open Tasks → Tasks awaiting action - In Progress → Tasks being worked on - Done → Completed tasks (can be collapsed) - Cancelled → Cancelled tasks (can be collapsed) 3. TASK CARD Details: - Task title with icon and status badge - Room number and guest connection - Priority level (color-coded) - Currently assigned team member - Source context (what type of request) - Due time if applicable - Action buttons (change status, reassign, edit) 4. SIDEBAR PANEL (Right): - Detailed task information - Guest booking details - Room service request details (if linked) - Photos (if available) - Conversation/notes history

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Getting Started with Front Desk Tasks

To start using Front Desk Tasks effectively: 1. NAVIGATE to the Front Desk Tasks page from the left sidebar menu 2. VIEW EXISTING TASKS to understand the workflow - See what types of tasks are being created - Watch how your team assigns and completes tasks - Notice the patterns and common request types 3. FILTER TASKS by status to focus on what needs attention - Start with 'Open' tasks that need assignment - Then check 'In Progress' tasks 4. UNDERSTAND PRIORITIES: - Low (light blue) = Non-urgent, can wait - Normal (indigo) = Standard priority - High (orange) = Needs attention soon - Critical (red) = Urgent, immediate action needed 5. CHECK PERMISSIONS: - Ensure your team members have access to create and manage tasks - Set up roles in Team Management - Verify task assignment permissions 6. CONFIGURE NOTIFICATIONS: - Enable task notifications in settings - Team members get notified when assigned tasks - Set up preference for notification channels