Best way to add property information or additional small tasks ?
Q1. I would like to add standard information to each of our properties for the cleaning tasks. For example, I would like each checkout cleaning task (standard & back 2 back) to have the following instructions for the cleaner:
- Cal King Bed
- Queen Sofa Bed
- 1 Bathroom, 4 Pool Towels
Q2.I also want to add additional tasks as needed (deep clean the stove, add extra towels, etc).
A1: To add instructions (Cal King Bed) etc. there are two possibilities:
Add them to the Property Description; Information will be displayed for everyone at a task at the property.
- Setup --> Properties --> Edit --> Add to Description or Property Notes field.
- Information will be displayed in the Info Tab of the dashboard
- See related article How do I add Photos and Images to the Staff Dashboard?
OR
Add the information as a Task Form Element; Information will display for specific Tasks at the Property.
We have a help article here on Task Forms
This Task Form Examples article is also quite helpful:
A2: To add additional tasks as needed such as deep clean the stove, add 2 extra towels are best added through the task instructions in the Task Detail Pop-up window.
On the Scheduling Calendar --> Click on the Task --> Add special tasks into Instructions for All field.