{"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":[{"title":"Create a rule","steps":["Open Automations and create a rule manually or start from Draft with AI.","Choose an event/topic or recurring trigger and set the property/unit scope.","Add conditions and exceptions, reviewing field paths, operators and grouping.","Set task title/code, description, role, assignee, priority and other intended task fields.","Choose the due-date reference and offset. For recurring rules, configure frequency, local execution time and time zone.","Review the preview and save the intended enabled state."],"notes":[]},{"title":"Reservation-based examples","steps":["For departure cleaning, review the check-in creation, reservation-change updates and checkout date behavior together.","For extra services, verify service IDs/codes, dates and quantities rather than relying only on the service name.","Test changed dates, changed units and a non-matching reservation, then inspect execution traces."],"notes":["Repeated reservation events are deduplicated/debounced, but a rule still needs the relevant event or schedule. Do not create duplicate rules to compensate for an unverified trigger.","For a departure inspection, choose a supported departure event and due-date reference/offset, assign responsibility and supervise the outstanding work. The next arrival can be displayed as context, but there is no next-arrival due-date mode or interlock that guarantees completion before the next guest arrives."]}],"text":"# Tasks: Build event-driven and recurring task automations\n\nConfigure trigger, conditions, task fields, due date and execution timing together.\n\n## Create a rule\n\n1. Open Automations and create a rule manually or start from Draft with AI.\n\n2. Choose an event/topic or recurring trigger and set the property/unit scope.\n\n3. Add conditions and exceptions, reviewing field paths, operators and grouping.\n\n4. Set task title/code, description, role, assignee, priority and other intended task fields.\n\n5. Choose the due-date reference and offset. For recurring rules, configure frequency, local execution time and time zone.\n\n6. Review the preview and save the intended enabled state.\n\n## Reservation-based examples\n\n1. For departure cleaning, review the check-in creation, reservation-change updates and checkout date behavior together.\n\n2. For extra services, verify service IDs/codes, dates and quantities rather than relying only on the service name.\n\n3. Test changed dates, changed units and a non-matching reservation, then inspect execution traces.\n\nNote: Repeated reservation events are deduplicated/debounced, but a rule still needs the relevant event or schedule. Do not create duplicate rules to compensate for an unverified trigger.\n\nNote: For a departure inspection, choose a supported departure event and due-date reference/offset, assign responsibility and supervise the outstanding work. The next arrival can be displayed as context, but there is no next-arrival due-date mode or interlock that guarantees completion before the next guest arrives.","related":[{"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"},{"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"},{"id":"tasks.service-and-invoice-policies","app":"tasks","title":"Booked-service and extension-invoice task policies","summary":"Reconcile tasks with booked services or create extension follow-up work.","url":"https://www.simultem-apps.com/wiki/tasks#service-and-invoice-policies","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.service-and-invoice-policies","resourceUri":"wiki://tasks/service-and-invoice-policies","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}