The following topics are covered in this article:
- Add or Edit Task Rules
- Edit Task Rule after Setup
- Make Task Rule Assignments
- Review the Master or Scheduling Calendar for Accuracy
- Modify Notifications
- Add or Edit Task Forms
Task Rules dictate how and when tasks are auto-generated on your Scheduling and Master Calendar. The first step in creating a Task Rule is choosing a Task Type such as Before Check-in, After Check-out, Mid-vacancy. Once a Task Rule Type is selected settings are embedded in the coding that drives the Scheduling Calendar and Master Calendar to auto-generate associated tasks.
Note: Task types cannot be changed once a rule has been created in order to prevent any legacy of the old record type from misdirecting the calendar engines.
There are 5 steps to make an effective Task Rule.
- Add Rule
- Edit Assignments to the Rule and Save.
- Review the Master Calendar for accuracy.
- Edit Notifications (optional).
- Add or Edit Task Forms (optional).
Step 1: Add Task Rule
- On the
WhiteNavigation Bar → Setup → Task Rules
- Click on +Add Task Rule.
- Follow the prompts and enter the field details for the new Task Rule such as Task Name and Abbreviation. Abbreviations will show on both your Master Calendar and Scheduling Calendar.
- Click Save or Skip to Edit Task Rule
Step 1b: Edit Task Rule
All users will have default Task Rules that were set up during sign up. These or existing Task Rules can be modified or deleted.
- Click on the Edit (pencil) button in the Edit Column of the Task Rules Table.
- Follow the prompts and enter the revised field details for the rules.
- Click Save.
Tip 1: Keep rules simple to first, then as you proceed with the program Task Rules can be modified or split based on the specific properties needs using the Copy to New feature.
Tip 2: To edit a specific task from the Scheduling and Master Calendar click on the task to open the Task Pop-Up Window.
Step 2b: Edit Task Rules after setup
Once a Task Rule has been created the task type cannot be changed. Edit Task Rules using the following tools: Copied to New, and/or Make Inactive.
Copy to New
1. Use Copy to New to split the rule.
a. For Example, your properties are scattered all throughout Southern Djibouti. All the properties have Check-Out Cleans, but half of the properties should have divergent notification settings.
b. Go to Setup → Task Rules → Scroll down to Rule → Copy to New. Name the New Rule Check-Out Clean Alternate Notifications. Adjust the new Rule's notifications, then un-assign/assign properties appropriately for each rule (important step).
3. Use Copy to New to reclassify a Rule's Task Type and then delete the old Rule. For example if you want to change an On a Schedule Rule to a Standard Single Task Rule.
You can not delete a rule that has completed tasks associated with it because reports would be affected. Also, be aware that when a Task Rule is Made Inactive any tasks generated but not completed will be pulled off the calendar.
Step 2: Make Task Rule Assignments
Assignments are an essential part of Task Rules functionality. The higher quality the information you add, the easier scheduling is going to be. Every rule must be assigned to a property or the rule will not be activated. More information about Edit Assignments Features.
Tip: Set up a generic property called My Rental Co. Other Tasks or Errand so you can assign the "property" tasks not associated with an actual property such as "go to Costco". Then create a task anytime needed, assign it to the "Other Tasks" property and it will show up on your calendar.
- In the main Task Rule Page, scroll down to the New Task Rule in the Task Rule Table
- Click the People Icon in the Edit row to assign each property to this rule
- For each property, set auto-scheduling rules.
- To assign Labor and Materials Amounts make sure the feature is Enabled (Setup → System Settings → Edit). Then enter the standard labor and materials amounts allocated for each job.
- Minimum and Maximum Time is used for workload balancing on the Scheduling Calendar
- Number on Team allows assignments of up to 4 people to each task. Each team member will be assigned the total time frame (minimum time to maximum time).
- Assign staff to the task at each property or select unassigned if you want to manually assign them each time.
- To use Piece Pay make sure it is Enabled (Setup → System Settings → Edit). Then enter the standard amount you pay each staff for each job.
Step 2b: Check Property, Update Task, Choose Update Type, and Save
- Check all the Properties to Update.
- Check Update Tasks on Save.
- Choose the Update Type desired.
- Rebuild will reschedule any previously generated tasks for this task rule.
- Update Current Taks will preserve previous work in the Scheduling and Master Calendar with notes and assignments.
- Update Current Tasks with Min/Max times and Labor and Materials will update the variables noted,
- Update Current Tasks with Piece Pay will update the Piece Pay amounts.
- Click Save
Step 3: Review the Master or Scheduling Calendar for Accuracy
This step is important. Review the Master Calendar to ensure the tasks are generated accurately (there may be a delay as your tasks are generated).
If adjustments are needed, go back to Setup → Task Rules → Edit (pencil next to the rule) then adjust the settings.
Step 4: Modify Notifications
- Go to Setup → Staff and Owner Notifications
- Read the article on Staff and Owner Notifications
- Go to Setup → Administrator Notifications
- Read the article on Administrator Notifications
Step 5: Add or Edit Task Forms as needed
- Go to Setup → Task Forms
- Read the article on Task Forms