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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 AreaWhy It MattersCheck Before Go-Live
Task settingsKeeps task types, auto-assignment, and priority choices consistent.Settings match the property's workflow.
Public area typesLets managers create tasks for non-room locations.Names, labels, credits, and active states are correct.
EmployeesControls which staff are active and their task preferences.Staff are active and notification preferences are appropriate.
Task ReportShows task volume and completion behavior.Managers know which filters and export options 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.

Task Settings Overview​

Go to Settings > Tasks > Task Configuration to review the settings used when teams create and manage tasks. The page includes task configuration and public area configuration.

Depending on your property's enabled options, you may also see controls for global task auto-assignment and task priority. Review these settings before changing individual task types or employee preferences so the team's task workflow remains consistent.

Configure Checkout Inspection task settings​

Checkout Inspection is a task type for recording belongings or damage found in a room before checkout. Its default task label is Housekeeping. The task's priority follows the configured Checkout Inspection request-time settings and is not changed from the task-type page.

  1. Go to Settings > Tasks > Task Configuration.
  2. Select Checkout Inspection.
  3. Turn on Pre-fill Employee when new Checkout Inspection tasks should start with the room's cleaning maid assigned.
  4. Leave Pre-fill Employee off when staff should choose the assignee manually or claim an unassigned task.
  5. Review the task label and the available timing and escalation settings for your property.
  6. Click Save.

Assign the task to an eligible housekeeping staff member. Staff must select a Checkout Inspection finding before completion; the description and photos are optional.

For guest and operational request types, see Configure Task Request Types and Escalations.

Configure Welfare Check Automation​

Welfare Check automation creates one task for each eligible room after the configured consecutive days of Do Not Disturb or, when selected, Service Reject. The task is assigned to the Duty Manager and includes a notification when it is created.

  1. Go to Settings > Tasks > Task Configuration.
  2. Open the Welfare Check tab.
  3. Turn on the automation.
  4. Choose whether only Do Not Disturb days or DND + Service Reject days count.
  5. Set consecutive days from 1 to 30.
  6. Under Choose when to create the task, select Immediately after Room Attendant report or During the daily 08:00 check.
  7. Click Save.

With Immediately after Room Attendant report, HOME creates the task as soon as the qualifying status reaches the threshold. With During the daily 08:00 check, HOME creates it during the scheduled hotel-local check. Manual Welfare Check tasks remain available from Add Task.

Configure ONL Follow-Up Tasks​

Use ONL follow-up when the property wants HOME to create one shared ONL Investigation task after a room changes to ONL.

  1. Go to Settings > Assignment.
  2. Turn on Occupied No Luggage.
  3. Select both Front Desk and Duty Manager under Notify and share the task with.
  4. Turn on Automatically create ONL follow-up tasks.
  5. Save the room assignment configuration.

HOME requires both recipients before automatic ONL follow-up can be enabled. The created task includes the room observation and is available to the selected recipients for investigation and completion.

Configure Task Types​

  1. Go to Settings > Tasks > 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.

Configure Public Areas​

Use public area configuration when tasks happen outside a guest room, such as lobby, corridor, pool, restaurant, or back-of-house areas.

  1. Go to Settings > Tasks > Public Area Task Type.
  2. Open the public area configuration area.
  3. Add or update the public area type name that staff recognize.
  4. Select the task label that identifies the team responsible for the work.
  5. Set the credits to reflect the expected effort for the public-area task type.
  6. Use the active state to stop an area type being used when it is not currently needed.
  7. Save changes before managers create public-area tasks.

Review Employees​

  1. Go to Settings > Employees.
  2. Confirm each staff member is active.
  3. Confirm the employee's role and task types match the work they should receive.
  4. For eligible roles, review HOME configuration access if the option is shown.
  5. Review task notification preferences, including task, assignment, or escalation notifications where available for the employee's role and enabled modules.
  6. Save the employee profile.

Use Task Report​

  1. Go to Reports > Task Report.
  2. Select a date range of up to 90 days. Future dates are not available.
  3. Filter the report by one or more task statuses.
  4. Enter a keyword to narrow the results.
  5. Review task details, including the task, assigned employee, and status.
  6. If Export is available, export the filtered report for further review.

Troubleshooting​

A task type is missing​

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

Do this:

  1. Check Settings > Tasks > 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.

Public area is missing from a task​

What you see: Managers cannot select the public area they need for a task.

Do this:

  1. Open Settings > Tasks > Public Area Task Type.
  2. Confirm the public area exists and is active.
  3. Confirm the task is meant for a public area instead of a room.
  4. Save the public area before creating the task again.

Welfare Check tasks are not created​

What you see: An expected Welfare Check task does not appear.

Do this:

  1. Open Settings > Tasks > Task Configuration.
  2. Open the Welfare Check tab and confirm the automation is enabled.
  3. Check whether the room has the selected status for every consecutive day in the threshold.
  4. Check the Task Board for a task assigned to the Duty Manager.