{"id":"tasks","name":"Tasks","kind":"app","description":"Create and assign operational tasks, automate reservation work, manage task behavior and track results, reports and integrations.","aliases":["housekeeping","cleaning","maintenance","task management"],"articles":[{"id":"tasks.getting-started","app":"tasks","title":"Tasks setup, roles and core concepts","summary":"Configure assignees, cleaning companies and rules, and distinguish workflow status from room condition.","url":"https://www.simultem-apps.com/wiki/tasks#getting-started","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.getting-started","resourceUri":"wiki://tasks/getting-started","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["onboarding","permissions","admin","role","status","clean dirty"],"sections":["Complete Setup","Understand fields and permissions"],"related":["tasks.create-and-templates","tasks.assignees-and-companies","platform.access"]},{"id":"tasks.create-and-templates","app":"tasks","title":"Create tasks and reusable templates","summary":"Create work for one or more units and reuse standard task fields.","url":"https://www.simultem-apps.com/wiki/tasks#create-and-templates","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.create-and-templates","resourceUri":"wiki://tasks/create-and-templates","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["Add task","due date","title","unit search","images","videos","template","AI create"],"sections":["Create a task","Use templates or AI assistance"],"related":["tasks.codes-and-columns","tasks.ai","tasks.details-and-history"]},{"id":"tasks.list-and-filters","app":"tasks","title":"Use the task list and quick edits","summary":"Search, filter, sort and expand tasks in desktop or compact mobile layouts.","url":"https://www.simultem-apps.com/wiki/tasks#list-and-filters","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.list-and-filters","resourceUri":"wiki://tasks/list-and-filters","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["date range","search","status","priority","assignee","canceled","reassign","outstanding","absent staff","completed late","sort"],"sections":["Find and update work","Cover an absent staff member","Completed and canceled tasks"],"related":["tasks.details-and-history","tasks.assignees-and-companies","tasks.effects","tasks.codes-and-columns"]},{"id":"tasks.details-and-history","app":"tasks","title":"Task details, comments, attachments and transfers","summary":"Keep work evidence and inspect configured history.","url":"https://www.simultem-apps.com/wiki/tasks#details-and-history","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.details-and-history","resourceUri":"wiki://tasks/details-and-history","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["attachments","notes","change history","transfer","supplies","unit information"],"sections":["Record the work"],"related":["tasks.resources-and-recovery","tasks.effects"]},{"id":"tasks.assignees-and-companies","app":"tasks","title":"Assignees, roles and cleaning companies","summary":"Maintain people, responsibilities and property/company mappings.","url":"https://www.simultem-apps.com/wiki/tasks#assignees-and-companies","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.assignees-and-companies","resourceUri":"wiki://tasks/assignees-and-companies","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["assignment","property","multiple companies","future tasks"],"sections":["Maintain assignment setup"],"related":["tasks.getting-started","tasks.codes-and-columns"]},{"id":"tasks.automations","app":"tasks","title":"Build event-driven and recurring task automations","summary":"Configure trigger, conditions, task fields, due date and execution timing together.","url":"https://www.simultem-apps.com/wiki/tasks#automations","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.automations","resourceUri":"wiki://tasks/automations","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["checkout cleaning","departure inspection","next arrival","due date","responsible assignee","extra service","check-in","webhooks","recurring","schedule","date policy"],"sections":["Create a rule","Reservation-based examples"],"related":["tasks.rulebooks-and-traces","tasks.lifecycle","tasks.service-and-invoice-policies"]},{"id":"tasks.rulebooks-and-traces","app":"tasks","title":"Automation list, JSON rulebooks and execution traces","summary":"Inspect rule sources and distinguish editable definitions from execution-layer rules.","url":"https://www.simultem-apps.com/wiki/tasks#rulebooks-and-traces","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.rulebooks-and-traces","resourceUri":"wiki://tasks/rulebooks-and-traces","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["JSON","import","snapshot","coverage","execution rule","trace","search"],"sections":["Maintain rules","Rulebooks and traces"],"related":["tasks.automations","tasks.ai","tasks.troubleshooting"]},{"id":"tasks.lifecycle","app":"tasks","title":"Task codes and reservation-change policies","summary":"Control how automated work follows moved dates, units, cancellations and manual edits.","url":"https://www.simultem-apps.com/wiki/tasks#lifecycle","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.lifecycle","resourceUri":"wiki://tasks/lifecycle","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["Task settings","Reservation changes","lifecycle","manual overrides","pause"],"sections":["Review behavior before enabling"],"related":["tasks.automations","tasks.service-and-invoice-policies","tasks.resources-and-recovery"]},{"id":"tasks.pricing","app":"tasks","title":"Task pricing and holiday rates","summary":"Configure rates by task and inventory scope.","url":"https://www.simultem-apps.com/wiki/tasks#pricing","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.pricing","resourceUri":"wiki://tasks/pricing","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["Task settings","Task pricing","rates","holidays","weekend"],"sections":["Set task 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tasks.","url":"https://www.simultem-apps.com/wiki/tasks#effects","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.effects","resourceUri":"wiki://tasks/effects","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["Completion & edits","housekeeping","maintenance release","Slack","reassignment","delivery"],"sections":["Configure effects","Review effect deliveries"],"related":["tasks.notifications","tasks.resources-and-recovery"]},{"id":"tasks.resources-and-recovery","app":"tasks","title":"Unit information, supplies, recovery and exceptions","summary":"Configure operational reference data and special handling rules.","url":"https://www.simultem-apps.com/wiki/tasks#resources-and-recovery","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.resources-and-recovery","resourceUri":"wiki://tasks/resources-and-recovery","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["Units & supplies","Recovery & exceptions","heat map 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list.","url":"https://www.simultem-apps.com/wiki/tasks#reports","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.reports","resourceUri":"wiki://tasks/reports","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["More","charts","PDF","Excel","heat map","generate missing"],"sections":["Reporting and exports","Heat map"],"related":["tasks.resources-and-recovery","tasks.list-and-filters"]},{"id":"tasks.codes-and-columns","app":"tasks","title":"Dropdown values and personal column settings","summary":"Maintain task titles/roles and choose how the list fits your screen.","url":"https://www.simultem-apps.com/wiki/tasks#codes-and-columns","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.codes-and-columns","resourceUri":"wiki://tasks/codes-and-columns","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["Advanced settings","column order","visibility priority","reset","dropdowns"],"sections":["Configure shared choices","Configure your list"],"related":["tasks.create-and-templates","tasks.list-and-filters"]},{"id":"tasks.ai","app":"tasks","title":"AI drafting, feedback and optional paid usage","summary":"Generate task or automation proposals and keep control of the final changes.","url":"https://www.simultem-apps.com/wiki/tasks#ai","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.ai","resourceUri":"wiki://tasks/ai","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["AI settings","Draft with AI","usage meter","billing","feedback"],"sections":["Use AI assistance","Usage settings"],"related":["tasks.automations","tasks.create-and-templates","platform.billing"]},{"id":"tasks.external-api","app":"tasks","title":"Tasks API tokens and CRUD integration","summary":"Read, create and update tasks from an external server.","url":"https://www.simultem-apps.com/wiki/tasks#external-api","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.external-api","resourceUri":"wiki://tasks/external-api","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["API tokens","bearer","GET","POST","PATCH","includeFull","rate limit"],"sections":["Create credentials","Use the endpoint shown by Tasks"],"related":["tasks.effects","platform.wiki-api"]},{"id":"tasks.troubleshooting","app":"tasks","title":"Troubleshoot missing tasks, rules and saves","summary":"Check filters, authorization, automation state and execution evidence.","url":"https://www.simultem-apps.com/wiki/tasks#troubleshooting","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.troubleshooting","resourceUri":"wiki://tasks/troubleshooting","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["no tasks","not created","service code","company missing","save failed","support"],"sections":["Check the relevant layer"],"related":["tasks.rulebooks-and-traces","tasks.list-and-filters","platform.support"]}],"revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}