How to Oversee Daily Tasks
Learn how to manage daily cleaning tasks efficiently. This guide covers how to access, filter, and organise daily tasks to maintain high-quality cleaning services.
Daily tasks are designed to ensure consistent, high-quality cleaning services by providing a clear list of tasks that need to be completed every day. This helps maintain a high standard of cleanliness across your sites.
Accessing Daily Tasks
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Go to the Daily Tasks Page
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From the homepage, click on Tasks in the navigation bar at the top of the page.
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From the dropdown menu, select Daily.
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This will take you to the Daily Tasks page.
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Refining Your Task View (Optional)
To narrow down the tasks you're viewing, you can apply the following filters:
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Date Range
Select a specific date range to view tasks for that period. -
Client
Filter tasks by client to see tasks related to a specific client. -
Site
Filter by site to focus on tasks at a particular location.
These filters help you manage and review daily tasks more efficiently, ensuring you can focus on the most relevant tasks for your needs.
If you need to create daily tasks, see How to Create and Assign Tasks to Sites.