There are a few ways to create a task in Sweeply. Pick the one that fits what you're doing.
Create a task from the Taskboard
Open Taskboard from the left sidebar.
Click New Task in the top right corner.
Fill in the details:
Name, for example "Baby crib"
Due date (required)
Unit: the room the task is for
Assign users: one or more people, now or later
Save. The task shows up on the Taskboard for that day.
Create a task from a room
Go to the Housekeeping overview and click the room.
Click the three dots in the top right corner.
Select Create task, then choose From a template or From scratch.
More details: Create a task from a room.
Create a task in the mobile app
Open the app and go to My Tasks.
Tap the red + button at the bottom of the screen.
Add the title, due date, priority and who to assign it to.
Tap Save.
Save time with task templates
Task templates are reusable tasks, so you don't have to type the same details every time.
Go to Settings → Automation → Task Templates.
Click Create Task Templates.
Fill in:
Name (required), for example "Check minibar"
Task type (required): General or Issue
Optional: description, priority, credits and categories
Click Create.
You can then use the template when you create a task from a room, or add it to a workflow so Sweeply creates the task automatically on a schedule.
Managing tasks on the Taskboard
Switch days: click a date in the calendar.
Complete a task: hover over it and select Complete task. Select Uncomplete to reopen it.
Change the due date: open the task, or hover over it.
Priority: mark a task as priority to pin it to the top with a red exclamation mark.