When you create a task, you will have the option to save it to your Task Library

The Task Library allows you to create and save recurring tasks so that you don't have to re-enter the same details each time you create one.

 Use the Task Library to save your common or daily tasks, so assigning them can be quick and easy.

These tasks can be further organized into categories for your reference.

For example, I might create and assign the task of "Lobby Sweep" to a team member and organize it under the category of "Cleaning".  

There is no limit to the number of recurring tasks and categories that can be created.

Managing the Task Library

  1. Select the  icon
  2. Select Task
  3. Select Common Tasks
  4. Select the  to create a new task
  5. Enter a task name 
  6. Enter task details
  7. Select a category to apply to the task (optional)
    • Select the + Add Category to add a new category to your library
  8. Select Confirm
  9. When selected, tasks and categories can be edited or deleted at any time
    • Select within the name or within details to modify information
    • Select Delete to delete a task or category