The task board: take over, complete, approve

Everything open in one place

The task board shows everything your positions have created in two tabs, “Open” and “History”: tasks, bookings, cancellations, changes, payments and guest data. Filter chips narrow it down by type, location and channel.

Three states

• “Approval needed”: the position is waiting for your OK, approve or decline directly on the card.
• “Open”: a task for your team, take it over with one click.
• “In progress”: a colleague is on it, then set it to “Done”.

Each card shows the key facts: the guest, the urgency, the callback number to tap and the “Open conversation” link to the complete conversation history. “Done” also closes the task in the connected hotel system.

The history

In the “History” tab you see everything that has been completed, filterable by outcome: executed, declined, expired or failed. That way it stays clear what was decided and when.

Further reading

• Notifying your team: email and Telegram
• The portal: see, approve, step in
• Permissions per position: no access, with approval, independent