# Overview

The **Task Management** module helps managers and employees organize, assign, complete, and monitor daily operational tasks within a property.

Managers can configure task shifts, categories, and task definitions. The system then generates daily tasks based on the property's configured **Audit Time**. Employees can view and complete these tasks through **Workforce Tasks**.

The module also provides a **Task Shift Summary** to review the completed tasks for each business day.

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## Task Management Pages

### 1. Task Shift

**Task Shift** is used to define the shifts in which Workforce Tasks are performed.

Managers can configure the shift name, color, display order, and active status.

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### 2. Task Category

**Task Category** is used to organize Workforce Tasks into different operational categories.

Examples include Cleaning, Food Preparation, Safety & Compliance, and Quality Assurance.

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### 3. Task Define

**Task Define** is used to create and configure individual tasks.

A task can be linked to a category and shift with a title, description, priority, estimated duration, and optional document.

Only **active Task Define** records are used for daily task generation.

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### 4. Workforce Tasks

**Workforce Tasks** is where employees and managers view and manage the daily tasks generated by the system.

Tasks move through the following status:

**Open → Active → Completed**

Employees can start tasks, track time, add notes or attachments, and complete their assigned work.

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### 5. Task Shift Summary

**Task Shift Summary** provides a day-wise summary of Workforce Tasks that were completed and closed.

The summary contains the tasks from all configured shifts for the business day and provides access to the generated Task PDF.

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## Task Management Workflow

[![Task-Manangement-Workflow.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/scaled-1680-/task-manangement-workflow.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-09/task-manangement-workflow.png)