Create, Assign, and Complete Tasks

A task should clearly describe the work, owner, priority, due time, and completion result.

Quick Reference

Step	Purpose	Owner
Create	Capture work that needs to happen.	Manager or staff
Assign	Give the task to a person or team.	Manager
Start	Show that work has begun.	Staff
Complete	Record the finished work.	Staff
Review	Check overdue or repeated issues.	Manager
Luggage Service	Room luggage collection or delivery task.	Select Luggage Down or Luggage Up before adding.
Checkout Inspection	Record belongings or damage found before checkout.	Select a finding before completing.

Before You Start

• Confirm the task type exists.
• Confirm the assigned staff member is active.
• Confirm room or location details are correct.

Create a Task

1. Managers go to Tasks.
2. Click Create or the equivalent add action.
3. Select the task type.
4. Add room, location, priority, due time, and notes.
5. Assign the task to the correct staff member or team.
6. Save the task.

Create a Luggage Service Task

Use a Luggage Service task when staff need to record luggage collection or delivery for a room. This staff-created option does not add a new guest-facing GEP Assistance setting; guests continue to use the configured Luggage Down service.

1. Open your HOME task page.
2. Click Add Task.
3. Select Luggage Service.
4. Enter the room and guest details, preferred time, and number of luggage items.
5. Under Luggage Type, choose Luggage Down or Luggage Up.
6. Add remarks when the assigned team needs more context.
7. Click Add and confirm the task shows the selected direction on the task board.

The direction selector is available when HOME is online. Use Luggage Down for collection and Luggage Up for delivery to the room.

Create and Complete a Checkout Inspection Task

Checkout Inspection tasks are available to eligible HOME roles for a room check before checkout. A task can be assigned during creation or left open for housekeeping staff to claim.

1. Go to Tasks and click Add Task.
2. Select Checkout Inspection.
3. Select the room, enter the guest name when available, and add any remarks. Assign the task to an eligible housekeeping staff member, or leave it unassigned for housekeeping staff to claim.
4. Click Add.
5. If the task is unassigned, a housekeeping staff member can open it from the staff task view and claim it.
6. Open the task after the room check starts.
7. Select Nothing found, Belongings found, or Damage found.
8. Add an optional description and photos, then click Complete while online.

Nothing found cannot be combined with another finding. When photos show belongings or damage, HOME may suggest a description. Review it, then click Use suggestion or enter your own description. If the suggestion is unavailable, continue manually.

The assigned staff member can update and complete the task. Eligible managers can update the remarks, assignment, findings, or completion on the staff member's behalf. A housekeeping staff member can claim only an open, unassigned task. Completed and cancelled Checkout Inspection tasks cannot be reopened.

Complete a Task

1. Open the assigned task.
2. Review instructions and notes.
3. Update the status when work starts.
4. Add completion notes if required.
5. Mark the task complete.
6. Confirm the task no longer appears as open.

Add a Photo to a Task Comment

When the task comment includes an attachment control, staff can add visual context from the device camera or gallery.

1. Open the task comment field.
2. Click the attachment button and choose Take a Picture or Upload from Gallery.
3. If you take a picture, review it and choose Use Photo, Retake, or Cancel.
4. Add any text needed for handover, then send the comment.

If the camera is unavailable or permission is denied, choose Upload from Gallery. The gallery option remains available for supported image files.

Edit a Guest Name in Task Details

Managers and staff can correct the guest name after a task is created while the task is still active.

1. Open the task details from the task board.
2. Edit Guest Name.
3. Review the task status and the updated name.
4. Save the task.

The guest name cannot be edited when HOME is offline or after the task is cancelled or completed. Leave the field unchanged when no correction is needed.

Complete an ONL Investigation Task

ONL Investigation tasks help Front Desk and Duty Manager teams follow up when a room changes to ONL (Occupied No Luggage).

1. Open the ONL task from the task board, or click View ONL task from the room assignment when the action is available.
2. Review the room, guest, observation, and originating room assignment.
3. Update the task as the investigation progresses.
4. Before completing it, choose an Investigation outcome and enter Resolution notes.
5. Save the task and confirm the outcome is recorded.

The task requires both an outcome and resolution notes before it can be completed. Front Desk and Duty Manager staff can view ONL tasks created for their follow-up workflow.

Staff Task View

Staff who are not working from room assignment can use the staff task view to review and complete assigned tasks.

1. Staff go to Staff bottom navigation > Tasks.
2. Staff review assigned tasks, due time, room or location, priority, and notes.
3. Staff open the task before starting work.
4. Staff update the status as work progresses.
5. Staff add completion notes if the task requires handover context.
6. Staff mark the task complete and confirm it no longer appears as open.

When staff create a Luggage Service task from this view, they can choose Luggage Down or Luggage Up before adding it. The selected direction remains visible in the task details and description so the receiving team can act on the correct request.

Managers should use the task board to reassign work if a staff member cannot see or complete a task from the staff task view.

Troubleshooting

Staff completed work but the task is still open

What you see: The work is done, but the task board still shows the task as open.

Do this:

1. Open the task details.
2. Check whether the status was saved.
3. Check whether required completion fields are missing.
4. Confirm the staff member is viewing the correct task page.
5. Refresh the board.

Related Guides

• Use the Task Board
• Configure Task Types, Staff, and Reports