Configure Task Types, Staff, and Reports

Task Manager depends on task types, active staff, and reporting views that match the team's operational process.

Quick Reference

Setup Area	Why It Matters	Check Before Go-Live
Task types	Standardizes task names and expectations.	Types match real staff work.
Staff	Controls who can receive and complete tasks.	Staff are active and in the right team.
Reports	Shows task volume and completion behavior.	Managers know which filters to use.

Before You Start

• Confirm the property already uses HOME Task Manager.
• Confirm managers know the task categories the team needs for daily work.
• Confirm staff profiles exist before assigning tasks to staff.
• Confirm reporting access is available for managers who review task performance.

Configure Task Types

1. Go to HOME -> Task Configuration.
2. Review existing task types.
3. Add or update task names, categories, default priority, and required fields.
4. Disable task types that should not be used.
5. Save changes.

Review Staff Setup

1. Go to HOME -> Staff.
2. Confirm each staff member is active.
3. Confirm team or role assignment.
4. Confirm staff can access the correct HOME task view.

Review Task Reports

1. Go to HOME -> Reports -> Task Report.
2. Select the date range.
3. Filter by staff, task type, or status.
4. Review overdue, completed, and repeated task patterns.

Troubleshooting

A task type is missing

What you see: Managers cannot select the task type they need.

Do this:

1. Check task configuration.
2. Confirm the task type is active.
3. Confirm filters are not hiding it.
4. Contact support if the type is active but still missing.

Related Guides

• Use the Task Board
• Reports or Exports Missing Data