Smart tasks are incredibly useful if there are tasks that must occur daily, weekly or based on bookings, such as paying bills, cleaning a room, etc.
To create an automated task, all you have to do is go to Personalisation / Smart Task.
By clicking on "Smart Task" a box will appear with some examples of smart tasks. Now let's create a new rule for tasks.
Click on the link "New" at the top left. You will see the following settings:
Active: If the task is not active, it will not be created automatically.
Name: Type the name of the task.
Type: Select the type of task.
Responsible: Select a user responsible for completing the task.
Occurs: Choose the rule that will make the automated task.
Before or after an event: This is useful for tasks that occur before or after the guest's stay, such as sending an e-mail confirmation or buying fresh flowers for a room.
On days during booking: This is useful for tasks that occur every day, like cleaning rooms or changing sheets.
Task Rules: Task rules helps you to set rules for the task. For example, if you want to provide welcome chocolate for kids under the age of 10, you can set up a rule as in the below image.
Once you're happy with the set up of the Smart task, click on the "Save" button.