Support Center

Automatically create tasks when items are added to a bill

Last Updated: Dec 14, 2017 11:10AM EST
ThinkReservations has a feature called "Tasks" that will help manage your reservations that have special items that need to be brought to your attention. We even offer a way to automate the creation of tasks!
 
When an incomplete task is attached to a reservation, you will see a colored circle with a number inside superimposed onto the guest's block on the calendar.



The color determines its due date status. Green means it's not due. Yellow means that it's due today. Red means that it's past due! The number inside the circle indicate the number of tasks for that reservation. When all tasks have been marked complete, the circle goes away.
 
To view the tasks attached to a bill, simply open the bill/reservation and click View Tasks in the dark gray box under the confirmation ID.



To view tasks for all bills in any given date range, click the Tasks link in the black bar at the very top.
 

To setup automatic task creation follow these steps:

 
1) Click Settings on the top right and scroll all the way to the bottom.

2) Click on Item Task Rules under the Task Configuration heading.

3) Click the New button in the top right.



4) Fill out the form to create the new rule that will trigger the tasks.



5) Click Save at the bottom to create the Item Task Rule.

 
Once your Item task rules have been programmed, all future bills that have this item added to it, will also have a task associated with it as well -- automatically! This includes room package reservations made online that have items added to it automatically on the Rate Type. If you delete an item, the tasks will be deleted as well as long as the tasks haven't been modified. 
 
Whether you set them up automatically or add them manually, you can visualize on your calendar what reservations have tasks that are not yet marked complete. Use the Tasks link at the top view tasks associated will all bills in a report style format.

 

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