Executors and Todo

Executors are employees who perform the tasks on the Todo lists. Executors have access to their personal Executors Portal where they can view tasks assigned to them.

Add operator to task list

From the Tasks tab, go to user management. Here you will see an external parties tab and an executors tab. On the executors tab click +new executor.

Open the task list to which you want to add an executor. Click the new button to add an executor. Select the executor.

Portal

In the Executors' Portal, an Executor can see the tasks assigned to him, start and stop a task, create a new task, create a task for an object or a task for a facility.

Starting and stopping a task

You start a task by clicking on a task and then click the green start button. When you have finished the task, click stop. You can then finish the task and, if necessary, register the hours worked and materials used.

Creating a new (one-off) task

General task that appears on the task list but is not linked to a reservation or accommodation.

Creating a task for an object

To-dos are used if you want to create a task that is directly linked to one of the Rentals. For example, you might see that there is a leak in a bathroom of an object. You can create a task for this and assign it to the technical service.

Creating a facility task

A facility task is directly linked to a facility in Booking Experts. You walk past the toilet building and see that it is not clean. You can immediately create a task for this.

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