Daily Tasks

Modified on Thu, 4 Sep at 9:46 AM

What It Is 

Recurring operational checklists that reset every 24 hours. 


Why It Matters 

  • Ensures daily routines are not missed 
  • Provides consistency across shifts 
  • Creates accountability with timestamped completion 


Creating a Task 

  1. Go to Facilities > Daily Tasks > Manage. 


  1. Click Create Daily Task. 

  1. Fill out details: 

  • Task Name 
  • Time (optional) 
  • Assigned Role (not an individual user) 
  • Location 
  • Description
  • File or photo attachments 
  1. Save. 



Completing a Task 


Go to Facilities > Daily Tasks > Active to view the tasks scheduled for today, and complete them. 


Click on a task to enter notes, tag teammates, or mark as complete. 





Example Daily Tasks 

  • “Check pool chemical levels – 8am” 
  • “Sweep lobby – 2pm” 
  • “Empty outdoor trash – 6pm” 


Best Practices 

  • Assign to roles so coverage is ensured across shifts. 
  • Start with 3–5 critical tasks; expand later. 
  • Completed tasks disappear from lists for all with that role. 


 



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