HOPR > Left Navigation Bar > Management > Tasks
Follow the above-mentioned workflow to land on the My Tasks screen.
Choose the tasks you want to view (My Tasks or All Tasks) using the tabs atop the screen.
To create a task, click the +Create Tasks button at the top-right corner of the screen.
As a result, the Generate new tasks for hotel window is displayed.
Here, choose the hotel for which you want to create the task using the dropdown next to the window heading.
Choose the task you want to create using the What to do? field. Moreover, you can define the count of tasks to be created using the count field before the What to do? field.
By default, the task is created for user group(s). However, if you want to create it for a planned attendant, click the Planned Attendant radio button.
The Who will do it? dropdown lets you choose a user group in case you have chosen Selected user groups radio button or a room number in case you have chosen Planned attendant.
If you have selected user groups, choose whether the task is to be completed by anyone or everyone falling in the selected user group using the radio buttons next to Must be completed by heading.
Choose the room where you want this task to be performed using the Where to do it? dropdown.
In case this task is a guest request, mark the Guest Request checkbox.
If this task is a high priority one, mark the High Priority checkbox.
Enter any additional instructions in the Write a Comment textbox.
Click the +Add Images button to attach any relevant images from your system storage.
Click on "Choose an audit template" to attached an existing audit to the task.
Choose when the task is to be performed using the radio buttons below the where to do it? dropdown. You can choose it to be a single task (default selection), a recurring task, or a balanced task.
Small definition:
A simple task is a task who will appear only once, on the date and time that you have chosen.
A recurring task is a task who should repeat itself either daily, weekly, monthly, on specific time that you choose (date & time), every X days, time or even until a certain date (we recommend not selecting a date later than one year from the creation date).
A balanced task is a task in Hopr/RoomChecking that is distributed equitably between the start and end dates, and you can exclude weekends, Hollidays or even postpone the date if the room is occupied.
Choose the time for this task using the time selector next to the date selector.
Once the selections are made, click the Create Tasks button.
When creating a recurring/balanced task, this opens a confirmation window where all the selections you made are displayed for review.
Attention:
When creating a recurring task, the number of days for the recurrence should be at least 1, because that in the case where it's 0 ,the task won't be created.
In case you want to confirm the task creation, click the Confirm Tasks button.
Leave a Reply