It is always possible to modify an existing task. The process depends on the type of task. One-time tasks can be edited directly, while changes to automated tasks may require an additional batch update to apply the changes to existing reservations.
Editing a one-time task
Follow the steps below to edit an existing one-time task:
Navigate to Tasks > Tasks > Tasks.
Locate the task you want to edit and click the Edit icon.
Make the required changes.
Click Save changes to update the task.
Any changes are immediately visible to the assigned staff member(s) or task group.
Editing an automated task
Follow the steps below to edit an existing automated task:
Navigate to Tasks > Tasks > Automated Tasks.
Locate the automated task you want to edit and click the Edit icon.
Adjust the task settings as required.
Click Save changes to update the automated task.
The updated settings will automatically be used for new reservations. If you also want the changes to apply to existing reservations, you will need to perform a batch update.
Running a batch update for existing reservations
Click the three dots in the top-right corner of the screen, next to your profile picture or company logo, and select Batch update.
In step 1, select Update automatic tasks for reservations and then choose Update tasks according to current settings.
In step 2, select the period for which the update should be performed. It is recommended to use the arrival date or departure date as the reference date, depending on the task settings.
In step 3, carefully review the selected settings before running the update.
Click Schedule reservations update to start the update.
Please note that the update process may take several minutes to complete.
Important: When using Update tasks according to current settings, any manual changes previously made to existing tasks will be overwritten. Always review the selected period and affected reservations carefully before starting the batch update.