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Weekly Task Lists

In addition to daily task reminders, you can share upcoming tasks with your teammates as well. Depending on your choice, you can let your teammates preview their tasks 7, 15 or 30 days in advance. It is also an opportunity if you want to print out upcoming check-in/out list to have some offline work.

This feature is connected to daily task messages (task automation) and shows upcoming tasks for each teammate on a separate list via a sharable link. This means, in order to use this feature, you need to have a task automation rule or create a new one in Tasks menu.

A task automation, which is scheduled to the exact day of check-in or check-out would be the best practice for using weekly task lists.

Weekly task lists are connected to each teammate and the link is unique for each teammate. It can be obtained at Tasks -> Teammates -> Copy Overview Link

Copy Task Link and Share with Teammates

You may have multiple task automation rules and you only want some of them to be included in weekly task list. In that case, you need to create a new teammate and attach task rule to that teammate. When you get the weekly task list for your new teammate, it will include tasks which are related to the new rule you have created.

Example of a weekly task list

Working Together with Daily Reminders

Since weekly task lists are connected to daily task messages, in addition to weekly preview of tasks, your teammates will keep getting reminders via SMS and email on the scheduled day of that task. While it might be helpful to remind on daily basis and follow up the assigned tasks, you may find it too much communication with your teammate.

In that case, changing the email address of your teammate to delete@yourporter.com and create an email notification will solve your problem. While your weekly task list will be fully functional, and you will be able to see individual tasks in your app, your teammate will not get any daily notifications.

Duration of task lists

By default, task overview lists will show all tasks connected to selected teammate for upcoming 7 days. That's why we call them weekly task lists in this documentation. You can change this duration to 15 days or 30 days in Settings menu.

Copy Task Link and Share with Teammates

Daily Task Messages

Your Porter App can send automated daily task messages to your teammates to inform them about operational tasks like cleaning, check-in, check-out, and laundry. Let's say you have a cleaner and you can send him/her a list of cleanings (check-ins or check-outs) one day in advance at 18:00.

This feature is very useful if you do not want to share your Airbnb account with your teammates or you have reservations coming from multiple platforms. You can even choose which information to include in those messages regarding the reservation. For example, you do not need to share the guest name with your cleaner, but you want your key exchanger to know the name and phone number of your guest. All of those options are customizable in Your Porter App.

Teammates can be responsible for different sets of listings and can receive those message as email or SMS (text) on the exact time of the day.

In addition to check-in and check-out related tasks, you can send a message to your teammates whenever a new reservation is confirmed. This is useful if you work with a professional company, so they can add the job to their calendar. Alternatively, it can be a good feature for informing homeowners with related information whenever there is a reservation on their property.

Your teammates get an email or SMS (text) message with a summary of the task (name, listing, date) and a short link to reach details about that tasks. Your teammates do not need to download any app to reach those details. All they need is any smartphone with an internet connection.

Task form for teammates

Using this online form, they can mark those tasks as completed and you will get immediately a push notification on your smartphone about completed task. This way, you can follow up on tasks you assigned to your teammates.

In addition to daily reminders, you can send weekly or monthly task lists to your teammates and help them to plan their schedule in advance.

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