Creating Tasks

A Task is a unit of cleaning work — it describes what needs to be done, where, and by whom.

Create a task

1. Go to Tasks in the sidebar
2. Click New Task
3. Fill in the required fields:
   • Title (e.g. “Daily cleaning — Office B, Floor 4”)
   • Property and venue
   • Assigned worker(s)
   • Due date and time
   • Priority (Low / Normal / High / Urgent)
4. Optionally attach a checklist from a template
5. Click Create Task

Task types

Type	Description
One-off	A single task with a specific due date
Recurring	Repeats on a schedule (daily, weekly, etc.)
Reactive	Created in response to a client request

Attaching a checklist

Select a template when creating the task to automatically attach a checklist. Workers complete each checklist item on their mobile device as they work.