Create and manage tasks

You can create tasks in Commander and assign employees or departments to complete them. When they log in to Commander, they'll see their tasks on the Dashboard (on desktop) or in the Tasks tab (on mobile).

Create a task

  1. Click on the Tasks donut on the Dashboard. 
    • If your task relates to a specific reservation, you can also open the reservation, go to the Status tab, and click Create task.
  2. Click the + button.
  3. Complete the fields with the details of the task. 
    • You can choose the employee or department responsible for completing the task under Assignee or Department.
    • If the task relates to a specific reservation, you can attach it under Add reservation. 
  4. Click Save.
  1. Go to the Tasks tab. 
  2. Tap the + button.
  3. Complete the fields with the details of the task. 
    • Under Department, select the department responsible for completing the task. They'll see it on the Dashboard when they log in to Commander.
  4. Tap Save changes.
  1. Go to the Tasks tab. 
  2. Tap the + button.
  3. Complete the fields with the details of the task. 
    • Under Department, select the department responsible for completing the task. They'll see it on the Dashboard when they log in to Commander. 
  4. Tap Save changes.

View and update your tasks

View your tasks

  1. Click on the Tasks donut on the Dashboard. 
  2. Use the filters to refine the tasks you see. 
    • If you only want to see tasks assigned to you, select your name under Assignee. 
  3. Click OK, then  View report.

Edit a task

  1. Click on the name of the task you want to update. 
  2. Make the necessary changes. 
  3. Click Save.

Mark a task as complete

  1. Next to the name of the task you want to mark as complete, click the More actions icon. 
  2. Click Close.

View your tasks

  1. Go to the Tasks tab. 
  2. Tap the Filter icon.
  3. Use the filters to refine the tasks you see. 
    • If you only want to see tasks assigned to you, select your name under Assignee.

Edit a task

  1. Tap on the name of the task you want to update. 
  2. Make the necessary changes. 
  3. Tap Save changes.

Mark a task as complete

  1. Tap on the name of the task you want to mark as complete. 
  2. Tap Save and resolve.

Hint: You can also swipe left on a task to mark it as complete.

View your tasks

  1. Go to the Tasks tab. 
  2. Tap the Filter icon.
  3. Use the filters to refine the tasks you see. 
    • If you only want to see tasks assigned to you, select your name under Assignee.

Edit a task

  1. Tap on the name of the task you want to update. 
  2. Make the necessary changes. 
  3. Tap Save changes.

Mark a task as complete

  1. Tap on the name of the task you want to mark as complete. 
  2. Tap Save and resolve.

Hint: You can also swipe left on a task to mark it as complete.

Automatically create tasks when settlement fails

Commander can automatically create tasks to remind employees to settle bills when settlement is triggered (or, if you have automatic settlement enabled in the rate group, when settlement fails).  

  1. Go to Main menu > Settings  > Services.
  2. Select your stay service. 
  3. Click Rate groups. 
  4. Click on the rate group you want to enable automatic settlement failure task creation for. 
  5. Under Options, enable Create settlement task.
  6. Click Save.

Note: When settlement tasks are generated automatically, they'll be attached to the relevant reservation. 

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