How to use Tasks

How to use Task in Lodgical Web and Lodgical Desktop

 

Tasks can be added to any reservation 

Tasks can be associated with departments

Departments can be configured to send notifications (SMS and Email) when a new task is created

There are 4 types of tasks:

 

Go into reservation and find the task tab and then click “add Task”.

 

It will look like this on Lodgical Desktop

 

Open – This task will pop up every time the reservation is opened, until the task is marked completed

 

Before Check-In – This task blocks checking in, until the task is marked complete.

Lodgical Web view

 

Lodgical Desktop view

Lodgical Web view for marking complete you can either click closed on the right or you can click on the pencil and edit and complete task there 

 

 

Check-In – This task will pop up on check-in. It needs to be completed at some point, otherwise it stays on the list

 

Check-Out – This task will pop up on check-out. It needs to be completed at some point, otherwise will stay on the list

 

Reminders are also a task you can use. You can pick a date and time you want the reminder to show up on the home screen tasks.

 

How to add departments to “Tasks” this will need to be done in Lodgical web

Go to setting and then search for ‘departments”

Create a new department

Name the department and if you want to have it send an Email or SMS this is where you would enter that information

If you are using Lodgical Desktop you will need to change a setting in order for you to be able to add “departments”

Follow the tabs highlighted

 

This list of all active tasks is shown on the home screen of Lodgical Web and also the Lodgical Desktop. You can also close out of the task from the home screen