The Tasks Module in AdvanceCM helps you assign, track, and complete operational tasks efficiently. Whether it’s housekeeping, maintenance, guest services, or inspections—this module ensures your team stays organized and accountable in real time.
Tasks List View
You can access the Tasks Module from the left-side menu in the app, under the Operations option.
Here, you will see a list of your tasks.
Create a New Task
Tap the blue icon (as shown in the screenshot below).
Click Add Task.
Enter the task information in the dialog box that appears, then click Save.
The new task will now appear in your Tasks List.
Tasks Search bar
Tap the Search icon to find tasks by typing relevant task details into the search field (see screenshot below).
Tasks Search Filters
Tap the Filters icon to search using various criteria. Select the required fields and click Apply to filter the results.
Task Detail View
The Task Detail View includes multiple tabs. To see the full list of available tabs, slide across the tab bar or click on the icon on the tab bar, as shown in the screenshot below:
Available Tabs:
Details - Task information such Start Date, Due Date, Asignee, Rental, Check-in Dates/Times and Status can be viewed on this tab. You can also click on the Edit icon next to the task name to update the task.
Checklist - Here, you can view existing checklists, create new ones or delete checklist items.
Inquiry Details - On this tab, you'll find information for the inquiry that's linked to the current task. This includes the guest name, rental name, total guests, length of stay and source of the booking.
Custom Attributes - If you have created custom attributes for your tasks, you can create them here.
Comments - Comments related to the task will be shown here. You can also add new comments by clicking on the blue icon on the bottom right.
Logs - The logs tab shows you all activity related to this task.
Additional Task Options:
You can mark a task for follow up using the star icon at the top of the screen:
The Actions icon also provides you with options that you can perform for that task:
