Understanding Task Categories
What are Task Categories, and why are they important?
Task Categories are labels used to group and organize tasks, making it easier to track and manage them across the system.
They help streamline workflows by dividing responsibilities into manageable sections, such as Bookings, Housekeeping, Guest Services, or Maintenance and any category that matches how you run your business.
How to navigate to the Task Category settings
How do you access the Task Categories settings?
In the side navigation, select Back Office
From the submenu that appears, click Settings.
Click on the Task Categories card
Creating New Task Categories
What are the steps to create a new Task Category?
Click the Create button in the new modal window.
Enter a name for the task category.
Assign what types of tasks can be added to this category
For example, you can categorize tasks based on:
Room Bookings: Tasks that a related to an accomodation booking
Group Room Bookings: Tasks that a related to an accomodation group booking
Experience Bookings: Tasks that relate to an experience booking
Editing an existing Task Category
What are the steps to edit an existing task category?
Open the Task Categories modal from the back office settings page.
Click the edit button for the category you want to edit
From the edit screen update the Task Category name and settings as you want
Click Save
Note: Some System task categories cannot be modified. These categories will be marked with a lock icon to indicate they are non-editable.
Deleting Task Categories
How do you delete a Task Category?
To delete a task category, open the same modal used for creating one. Simply click the Delete button located in the right corner to remove the task category.
