Important information 
To configure tasks, you need to have the user type Administrator. Do you not have the right rights? Please contact your organisation's System Administrator.


In Leviy, tasks can be registered and planned. The first step to register and plan tasks is to configure the tasks. 


Follow the steps below to configure the tasks:

    1. Use the search function in the menu bar to navigate to the Object

    2. Click on the Grey Configuration button at the top right

    3. Go to Task definitions

    4. Click on the Green button (Plus)in the top right corner     

    5. Enter the details of the task

        a. Fill in the Title of the task

        b. Fill in a System name

        c. Choose a Colour

        d. Choose Periodic or Daily

        e. Click on Add


You have now configured the tasks for an object. 



Take note
The system name must be unique and may not contain capital letters or special characters.


Now it's time for step 2, configuring the tasks for the applicable unit categories. To choose how to register tasks to the unit categories, you need to know that tasks can be used in three different ways in Leviy;

  • Task registration is the ad hoc registration of tasks
  • Recurring Tasks are scheduled on a date
  • Periodic Tasks are presented in the App to show how many days it will take for the tasks to be performed again


In this article, you can find more explanation about the differences between these three possibilities.


Click below on the subject which is applicable:


Configuring Task Registration & Recurring Tasks


Follow the steps below to register tasks for units:

    1. Use the search function in the menu bar to navigate to the Object

    2. Click in the left menu on Unit Categories

    3. Click on the title of the Unit category

    4. Click on Tasks

    5. Click on the Blue button  (Plus)at the top right

    6. Choose the Task you want to configure for the unit category

    7. Fill in the Cleaning Time and Inspection Time 


The task is now configured and can be registered in the App. 

Would you like to schedule the task? Then click here.


Take note
Repeat step 1 to 6 if there are multiple unit categories you would like to configure tasks for. 



Tip
Are you using the Housekeeping module in Leviy? You can add a list of actions to your system when you configure a 'Stayover' or 'Departure Task'. These actions will be visible in the app.



Configuring Periodic Tasks

Follow the steps below to register tasks for units:


    1. Use the search function in the menu bar to navigate to the Object

    2. Click in the left menu on Unit Categories

    3. Click on the title of the Unit category

    4. Click on Tasks

    5. Click on the Blue button  (Plus)at the top right

    6. Choose the Task you want to configure

    7. Enter the Cleaning time and Inspection time that apply.

    8. Select a Frequency that applies.


The task is now configured and can be registered in the App.


Take note
Repeat step 1 to 6 if there are multiple unit categories you would like to configure tasks for.