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Task & reminder management
Open assignable operations tasks & reminders (redirects to Checklists & tasks).
Governance · Academy
What this section is
Tasks & reminders under Workflows opens the Ops Checklists & tasks board: assignable work items and reminders for the property. Distinct from Workflow → SOP & checklists (template library) and from HR Training. Use for “fix minibar lock Rm 204” style follow-ups tied to the shift.
In the owner dashboard
Open Task & reminder management under Listing / Property after you claim a stay. Same vocabulary as Help Academy.
~7 min
Typical time to read this guide and complete the screen once for a small property.
Governance · Workflows
Close the day and keep process masters: suite, night audit, room posting, day-end, business date, approvals, tasks, SOPs, templates, import, master data.
Help cues
When to use it
Cue 1
Post-audit follow-ups.
Cue 2
Maintenance reminder not on engineering board.
Cue 3
GM task list for the week.
Do this
Step-by-step
-
Open Tasks
Workflows → Tasks & reminders → tasks board.
India example: Open tasks listed. -
Assign and due
Create/assign with clear owner and due time.
India example: Priya · inspect 204 · today 16:00. -
Close with note
Complete tasks — do not leave eternal open rows.
India example: Done · lock replaced.
Tips
SOP templates live under SOP & checklists; daily work lives here.
Common mistakes
Duplicating the same ask in WhatsApp only — board stays empty.
Staff training
Detailed examples
Full India-hotel scenarios — same structure as Help Academy. Follow on the live screen with your team.
Example 1: Post-audit fix for minibar lock
Setting
Tasks board after recon.
Who is involved
Night auditor · HK
Workflow Tasks opens Ops tasks — assignable, due, closable.
| # | What staff do | What they should see |
|---|---|---|
| 1 | Tasks & reminders → assign Rm 204 lock | Owner Priya · due 16:00. |
| 2 | Priya completes with note | Closed. |
| 3 | Do not leave it only on WhatsApp | Board is source of truth. |
Pricing unlock
Which plans include Task & reminder management
Ready to set this up?
Claim your listing, open Task & reminder management in the owner dashboard, then continue Setup order.