OwnerRez Tasks enable you to track actionable items, special requests, issues, and needs related to your bookings and properties. You can manually create and manage tasks to ensure that nothing falls through the cracks. The Tasks feature helps you stay organized by providing a centralized location to monitor to-dos, guest requests, property maintenance needs, and other action items. Each task can be assigned to team members, assigned a due date, and marked as complete when finished.
For even more automation, consider enabling Rezzy AI. Rezzy examines guest messages for actionable items—such as special requests, issues, or needs—and automatically creates trackable tasks by logging to-dos directly in the Unified Inbox.
Indicator
Like other in-app OwnerRez sections, the left navigation Task menu displays the number of unresolved tasks, allowing you to stay on top of them.
Create
Create a new task by selecting Tasks from the left navigation menu and clicking + New Task.
Enter the Task Category, Description, Status, Property, Booking, whether this task is a Priority, attach any files if necessary, and Save.
Update
You can update task details at any time. As Tasks are created and completed, you can check the left checkbox and Mark Complete or Ignored to change the Task Status. Note that Urgent Tasks are highlighted in pink.
When you mark Tasks Complete, they will be highlighted in green; tasks marked as ignored are highlighted in grey.
Click directly on a Task to edit, delete, add a Note, edit a previous note, or upload an attachment.
Assign
You can assign specific tasks to your team access staff members by clicking on the task Assignment > Assign dropdown list to select staff members. The dropdown list includes email addresses when multiple users share the same name, making it easier to select the correct person.
Change or Clear
On the Task dashboard, users can clear or change task assignees by selecting individual tasks and then choosing either Clear or Change Assignee from the Assignment dropdown list.
When Clear Assignee is selected, users will be asked to confirm their choice.
When Change Assignee is selected, users can choose who to assign the task to.
Within individual tasks, users can assign tasks to themselves or team members by clicking the Assign dropdown list and choosing who to assign the task to.
To clear assignments within individual tasks, select Clear Assignment from the Assignment Change dropdown list.
Resolution
On the Task dashboard, users can resolve tasks by selecting individual tasks and then choosing the appropriate resolution status (e.g., Completed, Already Handled, No Action Needed, Outdated, Duplicate, Guest Resolved, Cancelled by Guest, or Reopen) from the Resolution dropdown list.
Within each individual task, users can resolve the task by selecting the appropriate resolution status (e.g., Completed, Already Handled, No Action Needed, Outdated, Duplicate, Guest Resolved, or Cancelled by Guest) from the Resolve dropdown list.
On the "Status will be changed to" pop-up, users may add more details about the task resolution, and click on the Mark as button to complete the task resolution.
The updated task resolution status label and notes about the task resolution will be clearly displayed on the individual task, along with a Reopen button if users need to reopen the task.
Reopen
If you need to reopen a previously resolved task, you can locate it by clicking the Show All link on the Tasks dashboard.
Select the individual task and choose Reopen from the Resolution dropdown list.
In the You are about to reopen these tasks pop-up, you may add details about why the task is being reopened and click Save.
Within the completed task, you can reopen it by clicking the Reopen button.
Filter
Tasks can be filtered by clicking on the Filter button on the Task Dashboard.
The Filter options (Category, Status, Urgent?, Date range, Assignment, Creator, Property, and Booking number) allow you to filter or search for specific tasks.
Notifications
Users can configure Task Notifications by navigating to their Profile > Notifications > Task notifications.