Сервиата
Tasks

What tasks are

The shared list of work your team is doing — where it lives, how a task is described, and who can change what.

A task is one piece of work somebody has to do: change the linen in 204, fix the lamp by the pool, call the guest back about their late checkout. It has a title, an owner, a deadline and a status, and it stays visible to everyone who works that property until it is closed.

That is the whole point of the module. Work that lives in a chat message or in somebody's head is work nobody can hand over at the end of a shift; work that lives in a task can be found, reassigned and counted.

Where it lives

Tasks is in the sidebar under Team Suite. The page opens on the task list, and four tabs across the top hold the rest of the module:

TabWhat it holds
TasksThe list of actual work — everything below starts here.
TagsThe labels you put on tasks, and where you create them.
Recurring TasksSchedules that create tasks for you, over and over.
TemplatesThe blueprints you reuse, under two sub-tabs: Checklist templates and Task templates.

If Tasks isn't in your sidebar at all, the module is switched off for your workspace — write to support@serviata.ru naming your workspace and ask for it to be turned on.

How a task is described

Five things do most of the work, and it's worth knowing them before you create anything:

  • Status — where the work has got to: New, Accepted, In Progress, Paused, Done, Cancelled. Anyone who can see the task can move it, straight from the list.
  • Priority — Critical, High, Normal or Low, shown in the list as a coloured flag so a critical job is visible without reading a word.
  • Due date — when it should be finished. Past that date, an unfinished task is marked Overdue in red.
  • Assignees — the people (or groups) who are meant to do it.
  • Property — which hotel the work belongs to.

Every task also gets a number — the short # beside its status — which is how people refer to one task out loud without reading its title.

Property tasks and workspace tasks

Every task belongs either to a property or to the workspace as a whole, and this is chosen when it's created. It is not decoration: it decides who sees the task at all. A task on the Lisbon property is visible to the people who work in Lisbon; a workspace task is for work that isn't tied to one building — a supplier contract, a company-wide announcement.

The same split runs through the module. Tags, recurring schedules and the people you can assign are all offered per property, so a Lisbon task is assigned to Lisbon staff and labelled with Lisbon's tags.

Pick the property first

In every form here, the property field comes first and the rest of the form fills itself in from it — assignees, watchers and tags all wait for it. If a workspace has only one property, it is chosen for you and the field is locked.

Who can change what

Access to tasks comes with a person's roles, per property, and the Tasks module offers these permissions — worth knowing before you build a role:

PermissionWhat it lets you do
Sees tasksOpen the list and read every task, tag, checklist, template and recurring rule.
Creates tasks and works on their ownCreate tasks; on tasks assigned to you, change the status, tags and checklist marks, comment and attach files.
Edits any taskChange the title, assignees, watchers, due date, priority and description of any task.
Deletes tasksDelete a task. Marked sensitive.
Manages tags, Manages checklist templates, Manages task templates, Manages recurring tasksCreate, edit and delete the corresponding things.

The presets draw the line where most teams do: Housekeeping and Front desk hold the first two — they do the work and report on it — while Hotel manager holds all of them and decides what the work is. A housekeeper marks a room done and adds a photo; a supervisor decides who cleans it and by when. Fields somebody can't change are shown to them greyed out rather than hidden, so everyone reads the same task.

What's next

  • Your first task — create one, assign it, close it.
  • The task list — finding one task among hundreds.
  • Views — the filters and sorting you use every shift, one click away.
  • Exporting tasks — the list you're looking at, as a spreadsheet.
  • Recurring tasks — the jobs that come back every day anyway.
  • Task templates — work you raise often enough to be worth writing down once.
  • Tasks on your phone — the same list for whoever is doing the work, not managing it.
  • Chats — where the team talks about the work, and where a message can become a task.

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