You can create tasks in Mews Operations and assign employees or departments to complete them. When they log in to Mews Operations, they can see their tasks on the Dashboard on the desktop, or in the Tasks tab on mobile. You can give context to the assigned employees by adding images, links, headings or bullet points to the tasks. 

When you create a task and assign a user to it,

• Mews triggers a notification message to the assigned employee and notifies on log in. 

 

• If the employee is part of more than one Mews account, Mews shows the task in all accounts but only triggers the notification in the account you assign it.
• Task notifications are clickable and take you to the task directly.

Channel manager task notifications: If a channel manager integration encounters a mapping error, or invalid credentials, Mews notifies you right away as these are critical issues where your channel manager integration is fully or partially disabled. This is to ensure you don't stay disconnected for long.

• Mews automatically notifies the responsible department, that you set in the channel manager settings. If no department was set 
• Mews sends the notification to all admin users. You can learn how to assign a responsible department in the Connect and configure your channel manager integration to receive reservations through external channels help article.

In this article you can learn about:

• How to create a task
  • On the desktop
  • On the Mews app
• How to view and update tasks
  • On the desktop
  • On the Mews app
• Automatically creating tasks when an automatic payment fails
• Closing tasks in bulk in Mews Operations

 

How to create a task

On the desktop 

1. In Mews Operations, click on the Tasks donut on the dashboard. Note: 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 + Task button.
3. Enter the task details: 

Field	Description
Assignee	Type in the first few letters of the employee's name to search for the employee responsible for this task.
Department	From the drop-down, select the department responsible for this task.
Task name	Enter a name for the task.
Description	Enter a short description of the task. Include any important information such as images or links. Note: You can copy/ paste or drag and drop an image directly into the description field.
Reservation	Type in the reservation owner’s surname or the Mews confirmation number to search for the reservation to attach to the task.
Deadline	Click the to select an end date then click theto select an end time.

4. Click Create. 

 

On the Mews app

1. In the Mews app, go to the Tasks tab. 
2. Tap the + button. 
3. Enter the task details: 

Field	Description
Assignee	Type in the first few letters of the employee's name to search for the employee responsible for this task.
Department	From the drop-down, select the department responsible for this task.
Task name	Enter a name for the task.
Description	Enter a short description of the task. Include any important information such as images or links. Note: You can copy/ paste or drag and drop an image directly into the description field.
Reservation	Type in the first few letters of the reservation owner’s name to search for the reservation to attach to the task.
Deadline	Select an end date and time.

4. Tap Save. 

How to view and update tasks

On the desktop

View your tasks

1. In Mews Operations, 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 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.

On the Mews app

View your tasks

1. In the Mews app, 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.

Automatically creating tasks when an automatic payment fails

Mews Operations can automatically create tasks to remind employees to settle bills when an automatic payment is triggered, or if you have automatic payment enabled in the rate group, when an automatic payment fails.

1. In Mews Operations, go to the main menu  > Settings > Services > Bookable service.
2. Click Rate groups, then click to select the rate group you want to enable automatic payment failure task creation for.
3. Click the Policies tab > Edit.
4. Under Options, click Create payment task.
5. Click Save. 

• When payment tasks are generated automatically, Mews attaches them to the relevant reservation.
• You cannot disable tasks for expired or completed payment requests.

Closing tasks in bulk in Mews Operations

You can select and close tasks in bulk from the Task report. To close tasks in bulk:

1. On the Mews dashboard, click on the Tasks donut.
2. Mews displays the Task report. You can see the options on the top left side of the page. 
3. You can filter the type of tasks you want view from the Status filter. Then, click View report. Note: The Task report displays the Missed tasks by default. 

4. Click on Select all to select all the tasks from the report and then click Close to close all of the selected tasks in one click. Note: Click on Deselect all to deselect all the selected tasks.