Managing Team Tasks ("Missions")

Introduction

Missions are assignments that you give to your team to manage your short-term rental properties. They can be linked to bookings (such as cleaning after a guest checks out) or be standalone tasks (maintenance, emergency, etc.).

This guide explains how to use all the mission management features in the web application.

Accessing the Tasks Page

1. Log in to your account
2. In the main menu, click on "Missions"
3. You will access the list of all your missions

Page Overview

The missions page displays:

• A filter bar at the top to search for specific missions
• A "+" button to create a new mission
• A checklist button to manage your mission checklists
• A refresh button to update the list
• A table (or cards on mobile) listing all missions with their main information

Creating a Mission

Creation Steps

1. Click the "+" button at the top right of the page
2. Fill in the form:

Property (required)

• Select the property related to the mission
• The list displays all your active properties

Mission type (required)

• Cleaning: Cleaning mission, usually linked to a booking
• Maintenance: Maintenance or repair mission
• Emergency: Urgent mission requiring immediate intervention
• Custom: Task with a custom type

Booking (optional, required for cleaning missions)

• If you create a "Cleaning" mission, you must select a booking
• The scheduled date will be automatically filled based on the checkout time configured for the property

Title (required)

• Give your task a clear title (e.g. "Cleaning after guest checkout")

Description (optional)

• Add additional details about the mission

Scheduled date (required)

• Select the date and time when the task must be completed
• For tasks linked to a booking, this date is automatically pre-filled

Assigned to (required)

• Option 1: Select a specific team member
• The mission will be directly assigned to that person
• No notification will be sent (direct assignment)
• Option 2: Select "Based on availability"
• If only one team member is available for this mission type, they will be automatically assigned
• If multiple members are available, they will receive a notification to "pick up" the task (pickup system)

Silent update (optional)

• Check this box if you do not want to send notifications to team members
• Useful for last-minute changes without disturbing the team
• Click "Save"

Important Rules

• Only one cleaning mission can exist per booking
• Cleaning missions must be linked to a booking
• The scheduled date is automatically calculated based on the property checkout time for booking-related missions, but it can also be modified

Editing a Mission

Editing Steps

1. In the task list, click the ✏️ (Edit) icon to the right of the mission
2. The form opens with the current information pre-filled
3. Edit the desired fields:
4. Description: You can modify the description
5. Scheduled date: You can change the date and time
6. Assigned to:
7. Select a specific member for direct assignment
8. Select "Based on availability" to reset the assignment and use the automatic logic
9. If you do not modify this field, the current assignment is kept
10. Silent update: Check to avoid notifications
11. Click "Save"

Note: You cannot edit a mission if the linked booking is not confirmed (a warning will be displayed).

Filtering Missions

The filter bar at the top of the page allows you to search for specific missions:

Available Filters

1. By property
2. Select one or more properties
3. Displays only tasks for those properties
4. By task type
5. Filter by role: Cleaning, Maintenance, Emergency
6. You can select multiple types at once
7. By status
8. Pending: Task created but not yet assigned
9. Pending (host): Task requiring host attention
10. Assigned: Task assigned to a team member
11. In progress: Mission currently being completed
12. Completed: Mission completed with photos and checklist
13. Cancelled: Mission cancelled
14. Failed: Mission that failed
15. You can select multiple statuses at once
16. By team member
17. Filter missions assigned to one or more specific members
18. Use the search bar to quickly find a member
19. By date
20. Select a start date
21. Displays only missions scheduled from that date
22. By default, today's date is selected

Resetting Filters

Click the X (Reset) icon to clear all filters and display all missions.

Conclusion

Task management is a powerful tool to organize your team’s work. By using the features described in this guide, you can:

• Create and plan missions efficiently
• Assign missions to your team optimally
• Track mission progress
• View completion reports
• Organize your work with checklists