Hello Softinn Task Users!

On Softinn Task, Front Desk users can create housekeeping tasks directly from the Room Status page.

Let’s look into two scenarios.

Scenario 1: You want to create a cleaning task right away from the Room Status page without selecting a room yet.

Scenario 2: You already know Room D008 needs cleaning, so you want to create the task directly from that room’s page.

Let’s check out this video to find out how to create a housekeeping task on the Room Status page.

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Step 1: Log in to Softinn Task and select the correct property.

Step 2: Go to the ‘Front Desk’ tab and click on ‘Room Status’.

Scenario 1: Creating a Task Without Selecting a Room First

Step 3: To create a task without selecting a specific room first, click the ‘Add Task’ button.

Step 4: On the ‘Create Task’ pop-up, select ‘Cleaning’ as the task type.

Step 5: Select the room type and room number for the task.

Step 6: The task date will default to today’s date, but you can change it if needed.

Step 7: Select the status and priority for the task.

Step 8: You can also assign the task to a housekeeper under ‘Assigned To’, and tick ‘Need Inspection?’ if the task requires inspection afterward.

Step 9: Once done, click ‘Save’.

Scenario 2: Creating a Task Directly From a Room’s Page

Step 10: To create a cleaning task directly for Room D008, click on the Room D008 card.

Step 11: On the room details page, click ‘Create Cleaning Task’ on the right side of the page.

Note: Since you’re creating the task from a specific room’s page, the Room Type and Room Number fields will be auto-filled in for you.

Step 12: Fill in the remaining details, such as Task Date, Status, Priority, and Assigned To, then click ‘Save’.

Hope this video helps you on how to create a housekeeping task on the Room Status page! 🙂