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Use the Task Board

The task board tracks operational work that needs an owner, status, due time, and completion record.

Quick Reference​

AreaWhat It MeansWhat To Do
Open tasksWork that has not been completed.Assign, start, or follow up.
Assigned tasksWork owned by a staff member.Monitor progress and update status.
GEP assistance requestsGuest-started assistance work from the GEP Assistance menu.Assign, follow up, and close the task after fulfillment.
Task detailsGuest name and the staff member who created the task when those details are available.Confirm context and ownership before assigning or following up.
FiltersViews by status, staff, category, room, or date.Narrow the board during busy shifts.
ReportsHistorical task performance.Use for review and handover.

Before You Start​

  • Staff members must exist and have the correct role.
  • Maintenance managers can be selected as task owners for maintenance and public-area work.
  • Task types should be configured.
  • Rooms should be configured if tasks are room-based.
  • Teams should know which GEP assistance categories they own.

Work From the Task Board​

  1. Managers go to Tasks.
  2. Staff go to Staff bottom navigation > Tasks.
  3. Review open tasks by date, status, owner, room, or GEP assistance category.
  4. Select a task to view details, including guest and creator information when available.
  5. Assign or reassign the owner if needed.
  6. Update status as work progresses.
  7. Add notes when staff need handover context.
  8. Close the task when the work is complete.

GEP assistance requests should be handled like other operational tasks. The guest starts the request in GEP, but staff ownership, status changes, notes, and completion belong on the task board.

Review task guest and creator details​

Task rows and task details can show Guest Name and Created By. Use these fields to confirm who the work concerns and which staff member raised it before assigning or following up.

  • If a task has no guest context, Guest Name shows -.
  • Created By shows the staff member recorded as the task creator when that information is available.

Manager Checks​

  • Review overdue tasks first.
  • Confirm high-priority tasks have an owner.
  • Reassign tasks when staff workload changes.
  • Use reports for repeated delays or missed tasks.

Troubleshooting​

Task is not visible to staff​

What you see: A manager creates a task, but staff cannot see it.

Do this:

  1. Confirm the task has the correct owner or team.
  2. Check filters on the staff view.
  3. Confirm the task date and room are correct.
  4. Confirm staff access and role.

GEP assistance request is not visible​

What you see: A guest submits an assistance request, but staff cannot find it on the board.

Do this:

  1. Confirm the guest used the correct property GEP page.
  2. Clear filters for status, owner, room, and category.
  3. Check whether the request appears under another assistance or task category.
  4. Confirm task routing and notification setup with the property configuration owner.