I’d like to propose a workflow improvement that would significantly streamline daily operations for OwnerRez users—especially those managing multiple properties, automations, and guest-specific workflows.
The Idea (Simple but Powerful)
Add a “Tasks” button or hyperlink directly within the reservation interface that allows users to:
View all tasks already associated with that reservation
Create new tasks tied specifically to that reservation
Edit or manage those tasks without leaving the reservation screen
In short: tasks where the reservation already lives.
The Current Challenge
Right now, creating or managing a task tied to a reservation requires several extra steps:
Navigate away from the reservation
Click into the main Tasks menu on the left
Work through multiple dropdowns
Select the property
Search for or manually identify the correct guest/reservation
While this works, it’s time-consuming and disruptive, especially when:
You’re mid-workflow responding to a guest
You need to set reminders for things like pool heat, special amenities, owner requests, or mid-stay check-ins
You’re managing many short stays where tasks are frequent and time-sensitive
This friction adds up quickly in a system that otherwise excels at efficiency.
Why This Matters
OwnerRez is already incredibly strong at reservation-centric management. Tasks are often triggered by or directly related to a specific reservation, so separating them into a different navigation flow feels like an unnecessary disconnect.
A reservation-level Tasks button would:
Reduce clicks and cognitive load
Keep users focused in one workspace
Minimize errors caused by selecting the wrong guest or property
Encourage better task usage overall (because it’s easier)
For power users running tight operations, this would be a meaningful quality-of-life upgrade.
Suggested Implementation (Flexible)
This could be implemented in a few ways, for example:
A “Tasks” tab or button alongside Charges, Emails, and Notes within a reservation
A contextual link like “View / Add Tasks for this Reservation”
Auto-prefill of reservation + property when creating a task from that view
Even a lightweight implementation would deliver immediate value.
Call to Action 🙌
If you’ve ever:
Wished tasks were easier to tie directly to a reservation
Found yourself clicking back and forth just to schedule a simple reminder
Manage detailed, reservation-specific workflows
Please upvote this feature request so it gets visibility with the OwnerRez team.
