{"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":[{"title":"Complete Setup","steps":["Open Tasks and use Setup to review assignees, cleaning companies and onboarding guidance.","Add assignees with names and roles, then map cleaning companies to the properties they serve.","Create departure-cleaning and service rules in Automations, manually or with an AI draft.","Test one reservation and task before enabling broad automation. Reopening Setup starts at the beginning for review."],"notes":[]},{"title":"Understand fields and permissions","steps":["Task Status records workflow state such as New, Assigned, Completed or Canceled.","Cleanliness Status (Clean/Dirty) records room condition separately; priority records urgency.","Role describes the team and assignee describes the responsible person/team. A cleaning company is a separate property mapping.","Account administrators manage account settings; property administrators have the supported property-context controls. Read the interface explanation when a setup control is disabled."],"notes":[]}],"text":"# Tasks: Tasks setup, roles and core concepts\n\nConfigure assignees, cleaning companies and rules, and distinguish workflow status from room condition.\n\n## Complete Setup\n\n1. Open Tasks and use Setup to review assignees, cleaning companies and onboarding guidance.\n\n2. Add assignees with names and roles, then map cleaning companies to the properties they serve.\n\n3. Create departure-cleaning and service rules in Automations, manually or with an AI draft.\n\n4. Test one reservation and task before enabling broad automation. Reopening Setup starts at the beginning for review.\n\n## Understand fields and permissions\n\n1. Task Status records workflow state such as New, Assigned, Completed or Canceled.\n\n2. Cleanliness Status (Clean/Dirty) records room condition separately; priority records urgency.\n\n3. Role describes the team and assignee describes the responsible person/team. A cleaning company is a separate property mapping.\n\n4. Account administrators manage account settings; property administrators have the supported property-context controls. Read the interface explanation when a setup control is disabled.","related":[{"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"},{"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"},{"id":"platform.access","app":"platform","title":"Install, authorize and open an app","summary":"Choose the correct account/property context and complete authorization.","url":"https://www.simultem-apps.com/wiki/platform#access","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/platform.access","resourceUri":"wiki://platform/access","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}