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Create a task from a room

Create a task for a specific room straight from the Housekeeping overview, from a template or from scratch.

Written by Brynja Þrastardóttir

Need something done in a specific room, like extra towels, a deep clean or a quick check? You can create a task straight from the room on the Housekeeping overview.

Steps

  1. Go to the Housekeeping overview and click the room.

  2. Click the three dots in the top right corner of the room.

  3. Select Create task.

  4. Choose how to create it:

    • From a template: pick one of your saved task templates. The details are filled in for you, so it's the quickest option for tasks you do often.

    • From scratch: add a title and the details your team needs.

  5. Save the task.

What happens next

The task is added to the room, and the room shows how many tasks it has and how many are completed, so you can follow progress at a glance.

Tip

Creating the same task again and again? Set it up as a template or a recurring task. See Recurring Tasks in Sweeply.

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