{"id":863,"date":"2025-09-27T14:57:08","date_gmt":"2025-09-27T11:57:08","guid":{"rendered":"https:\/\/support.hotelrunner.com\/?p=863"},"modified":"2026-01-20T14:03:06","modified_gmt":"2026-01-20T11:03:06","slug":"how-to-manage-tasks-option","status":"publish","type":"post","link":"http:\/\/support.hotelrunner.com\/en\/how-to-manage-tasks-option\/","title":{"rendered":"How to manage tasks option"},"content":{"rendered":"    <div class=\"alert-section abstract\">\n        <div class=\"alert-section-inner\">\n                        <p><p><span style=\"font-weight: 400;\">To effectively monitor and manage workflow across the departments within HotelRunner PMS, you can define specific tasks and utilize the <\/span><b>Tasks<\/b><span style=\"font-weight: 400;\"> option to track their progress and completion.<\/span><\/p>\n<\/p>\n        <\/div>\n    <\/div>\n    \n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"603\" src=\"http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-159-1024x603.png\" alt=\"\" class=\"wp-image-865\" srcset=\"http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-159-1024x603.png 1024w, http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-159-300x177.png 300w, http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-159-768x452.png 768w, http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-159.png 1439w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><\/h2>\n\n\n\n<p>Follow these steps to create a new task and manage its tracking within the PMS:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Access the Tasks Screen<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can access the Tasks screen through <strong>PMS > Front Desk > Tasks<\/strong>.<\/li>\n\n\n\n<li>To create a new task definition, click on the <strong>Add task<\/strong> button on the Tasks screen.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">2. Specify Task Details<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Task Type:<\/strong> Select a <strong>Task Type<\/strong> from the types previously created under the <strong>PMS > Setup > Task Types<\/strong> path.<\/li>\n\n\n\n<li><strong>Description:<\/strong> Add a description for the task assignment in the <strong>Description<\/strong> section.<\/li>\n\n\n\n<li><strong>Department:<\/strong> Select the <strong>department<\/strong> to which the task will be assigned from the <strong>Department<\/strong> section.<\/li>\n\n\n\n<li><strong>End Date:<\/strong> Select the <strong>end date<\/strong> of the defined task from the <strong>End Date<\/strong> section.<\/li>\n\n\n\n<li><strong>Status:<\/strong> Select the status of the task as <strong>Pending, In Progress<\/strong>, or <strong>Completed<\/strong> from the <strong>Status<\/strong> section.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">3. Save the Task Definition<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>Save<\/strong> button to complete the task definition process.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">4. Utilize Smart Table Features (Viewing and Export)<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The Tasks screen operates with the <strong>Smart Table<\/strong> page structure.<\/li>\n\n\n\n<li>With the <strong>Column Chooser<\/strong> option, you can add or remove the headings you wish to display and apply <strong>filters<\/strong> to create a customized table.<\/li>\n\n\n\n<li>You can save the customized table using the <strong>Save table settings<\/strong> option.<\/li>\n\n\n\n<li>You can export the table to an <strong>Excel file<\/strong> with the <strong>Export to Excel<\/strong> option.<\/li>\n\n\n\n<li>You can view the table as a <strong>PDF file<\/strong> with the <strong>PDF<\/strong> option.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n","protected":false},"excerpt":{"rendered":"<p>Follow these steps to create a new task and manage its tracking within the PMS: 1. Access the Tasks Screen 2. Specify Task Details 3. Save the Task Definition 4. Utilize Smart Table Features (Viewing and Export)<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[108,134],"post_product":[55],"class_list":["post-863","post","type-post","status-publish","format-standard","hentry","category-pms","category-front-desk","post_product-property-management-system"],"acf":[],"_links":{"self":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/863","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/comments?post=863"}],"version-history":[{"count":2,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/863\/revisions"}],"predecessor-version":[{"id":4513,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/863\/revisions\/4513"}],"wp:attachment":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/media?parent=863"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/categories?post=863"},{"taxonomy":"post_product","embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/post_product?post=863"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}