The Task Landing Page is designed to streamline task management, offering clear visibility and control over various stages of tasks. The ability to easily add new tasks with customisable scheduling and priority settings enhances workflow organization. Here’s a simple guide for the Task Landing Page structure:
Tasks Dashboard Overview
Log into your Zeevou account.
Navigate to Tasks on the main menu.
On the Tasks Dashboard, there are four tabs:
Housekeeping
Maintenance
Payment Reminders
All Tasks
Housekeeping
Under the Housekeeping tab:
You can view the panel status of tasks in different categories:
Not Started
In Progress
Pending
Completed
Each category shows the number of tasks in that status.
Maintenance
Under the Maintenance tab:
You can view the Maintenance task list and search it by Description.
Click on the three dots under Actions to:
View task
Change Priority
Change Assignee
Payment Reminders
Under the Payment Reminders tab:
You can view the Payment Reminders task list and search it by Priority and Status.
You can click on three dots under Actions to:
View
Go to Booking
View All Housekeeping Tasks
Click on View All Housekeeping Tasks to see all tasks.
By default, it shows Upcoming Tasks, but you can switch to other task categories.
Add a New Task
On the Task Dashboard, click on Add New Task at the top right corner and select Housekeeping or Maintenance Task.
If you click on Housekeeping Task, a window pops up where you can fill in:
Location (Property, Unit)
Schedule (Date, Can Start From, Must Finish By, Estimated Time)
Housekeeper
Priority
Optionally, add a Note for housekeepers.
Click on Create to add the task to the Upcoming Tasks list.
If you click on Maintenance Task, a window pops up where you can fill in:
Listing
Type
Description
Assignee
Priority
Advanced Settings
Click on Create to add the task to the Maintenance list.
Table of Tasks
This table includes Upcoming Tasks, Early Check-in, and Unassigned tasks.
By default, the table of Tasks shows the Upcoming Tasks for the Next 7 Days.
You can change the time frame using the drop-down menu.
Actions for Tasks:
Click on three dots next to each task under Actions to select:
Change Priority
Add a Note
Change Assignee
Change Time Frame
View Task
Viewing Task Details:
Click on View Task to see details like:
Schedule
Notes for Housekeepers
Sleeping Arrangements
You can also Change Status, Assignee, Time Frame, or Add a Note (only if the task is Not Started).
Watch this tutorial video on how to create new Task or a Housekeeping Task: