Task Details (Operations)

Overview

The Task Details page is the central workspace for operations staff to review, update, and manage an individual task. It enables you to assign workers, confirm or complete work, connect the task to reservations and services, track requirements, and communicate in context — all from a single view.

Header and Quick Actions

Header

Displays:

• Title (task name)

• Refresh button

• Back button to return to the Task list

Quick Actions

Actions adapt dynamically based on role and task status.

Action	Description
Confirm	Marks the task as Confirmed and locks the due date.
Assign	Opens the Assign Worker dialog to select a service provider or worker.
Complete	Marks the task as Completed; triggers requirement validation.
Cancel	Cancels the task (confirmation required).
Delete	Deletes the task (only allowed in specific early statuses).
Connect / Disconnect Reservation	Link or remove an associated reservation.
Connect / Disconnect Service	Link or remove a related purchased service.

Notes:

• Some actions are hidden once completed (e.g., Assign disappears if a worker is already assigned).

• Available actions depend on current status and user permissions.

Tabs and Structure

1️⃣ Overview

Displays the core task state and context.

Status & Tracking

• Status chips: Pending, Confirmed, Completed, Cancelled

• Priority label (High / Medium / Low)

• Timeline of status changes:

  • Created (with user)

  • Confirmed (with user)

  • Started (with user)

  • Completed (with user)

  • Cancelled (with user)

Task Information

• Due Date & Time

• Payment Status (Pending / Paid / Failed)

• Description field

Property Information

• Property title, address, and image

• Quick link to open Property Details

Department & Service

• Department and Subdepartment tags

• Connected Service details (name, description, price if applicable)

Assigned Worker

• Current worker name, provider, and contact info

• Remove Worker button

• Assign Worker button (if unassigned)

2️⃣ Requirements

Operational checklist to ensure quality and completion.

Function	Description
Add Requirement	Create a new checklist item (title, description, required flag).
Toggle Completion	Mark requirement as done or pending.
Resolve/Unresolve	Post-completion status for internal QA.
Edit/Delete	Modify or remove a requirement.
Worker Media	View uploaded Before/After photos and videos with timestamps.
Overview Video	Optional summary video of the task (playable inline).

3️⃣ Connections

Manages relationships between the task, reservation, and service.

Reservation

• Connect Reservation: Choose from matching reservations by property.

• Displays reservation details: status, guest name, dates, and property summary.

• Disconnect Reservation: Removes the link.

Service

• Connect Service: Attach an existing purchased service or subscription.

• Shows service name, description, and price.

• Disconnect Service: Removes the link.

4️⃣ Worker

Detailed info about the assigned worker and provider.

Section	Description
Worker Panel	Name, avatar, provider, contact info, and availability badge.
Ratings & Reviews	View or add a rating/review for the worker based on this task.
Remove Worker	Detach the assigned worker.
Service Provider Panel	Displays provider/company info (name, email, phone).

5️⃣ Communication

Embedded Chat tab for all task-related communication.

Feature	Description
Message Feed	Send and read internal or partner messages tied to the task.
Unread Indicator	Tab badge shows when new messages arrive.
History	All messages persist for audit and coordination.

6️⃣ Details

Supplementary metadata for traceability.

Field	Description
Attachments	Image/document thumbnails; click to enlarge or download.
Tags	List of task tags inherited from automation/service or added manually.
Timestamps	Created and Last Updated times with responsible user.

Worker Assignment (Dialog)

The Assign Worker dialog displays available providers and workers filtered by:

• Location (near property)

• Service/Department match

• Active status and availability

Each worker entry shows:

• Name, avatar, provider

• Availability indicator

• Current workload

• Average rating snippet

Assign Task finalizes the selection, updates the task record, and posts an activity update.

Status and Payment Logic

Type	Behavior
Status Chip	Reflects the operational lifecycle (Pending → Confirmed → Completed; Cancelled or Refunded when applicable).
Payment Status Chip	Displays PENDING / PAID / FAILED, depending on connected purchase or landlord payment progress.
Updates	Payment-related changes propagate from the Pending Payments dashboard and Chat payment events.

Role and Status Constraints (Operations)

Operations users can:

• Confirm, Assign, Complete, Connect/Disconnect, or Cancel Tasks

• Delete Tasks (only in Pending)

• Manage Requirements (create/edit/resolve/delete)

• View Worker Media and upload attachments

• Post and read messages in the Communication tab

Some actions are disabled based on current status:

• Assign hidden once a worker is assigned

• Connect hidden if already linked

• Complete available only when Confirmed

Tips for Operations

• Use Refresh after worker/provider updates or chat activity to sync latest data.

• Keep Requirements actionable — mark as Required only if they block completion.

• Connect the Reservation and Service early to ensure correct billing and reporting.

• Review Worker uploads before confirming completion for quality assurance.

• Cancel or delete cautiously — both affect payment and reporting records.

🧪 QA Checklist

Task State & Lifecycle

• Status chips correctly reflect transitions (Pending → Confirmed → Completed → Cancelled).

• Payment status (Pending/Failed/Paid) syncs with the Pending Payments dashboard.

• Worker assignment updates display instantly in the header and activity timeline.

• Refresh reloads all recent status and worker data without requiring page reload.

Requirements

• Requirements can be added, edited, and deleted.

• “Required” flag prevents completion until resolved.

• Worker media (photos/videos) display under correct requirement.

• Before/After timestamps are accurate.

Connections

• Connect/Disconnect Reservation works correctly and updates reservation info.

• Connect/Disconnect Service links and pricing display correctly.

• Connecting both Reservation and Service triggers proper billing context.

Worker Assignment

• Assign Worker dialog filters by department and location.

• Worker availability and ratings display correctly.

• Assigned worker and provider info appear in header immediately.

• Removing or reassigning worker updates all related fields.

Communication

• Messages send successfully and appear in real time.

• Unread indicator activates when new messages arrive.

• Task chat history persists after refresh.

Attachments & Details

• Attachments open and enlarge as expected.

• Tags and timestamps display consistently.

• All property, reservation, and service metadata remain linked and visible.