Adding Cleaning Tasks

Overview

Tasks are the individual cleaning activities that make up a job. You can add tasks from pre-built templates or create custom tasks. Tasks help your team know exactly what needs to be done and allow you to track progress.

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Step 1: Open the Job

Navigate to the job you want to add tasks to:

1. Go to Operations > Jobs
2. Click on the job to open its details page
3. Scroll to the Tasks section
4. Click the Add Task button

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Step 2: Choose How to Add Tasks

The Add Tasks modal offers two methods:

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Adding Tasks from Templates

To add multiple tasks quickly using templates:

1. Select a Category - Choose from categories like "Bathroom Cleaning", "Kitchen Cleaning", "Office Cleaning", etc.
2. Review Available Tasks - A list of tasks appears with names and estimated times
3. Select Tasks - Tick the checkbox next to each task you want to add
4. Use Bulk Selection - Click "Select All" to add all tasks in a category, or "Deselect All" to clear
5. Check the Counter - The modal shows how many tasks are selected and total estimated time

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Adding a Custom Task

To create a unique task:

1. Click the Custom Task tab in the modal
2. Enter a Task Name (required)
3. Add a Description with details or instructions (optional)
4. Set the Estimated Minutes for the task (default: 5 minutes)

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Assigning Tasks to Spaces (Optional)

If the job site has spaces configured (rooms, floors, or areas), you can organise tasks by location:

• Select a Space from the dropdown at the top of the modal
• All tasks added in this submission will be assigned to that space
• This helps your team know exactly where each task needs to be done

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Step 3: Save Tasks

Click Add Tasks to save. The tasks will appear in the job's task list where you can:

• Reorder - Drag tasks to change their sequence
• Edit - Modify task details
• Complete - Tick the checkbox when a task is done
• Delete - Remove tasks that are no longer needed

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Managing Tasks

Once tasks are added to a job:

Action	How To
Complete a Task	Click the checkbox next to the task. The system records who completed it and when.
Edit a Task	Click the edit icon to modify the title, description, or estimated time.
Reorder Tasks	Drag and drop tasks to change the order your team should complete them.
Delete a Task	Click the trash icon and confirm to remove a task from the job.