Lesson #4 Navigating the Optii Console

Optimizing Your Hotel Operations: Module-by-Module Overview

Hello Optii Users!

Welcome! In this lesson, we'll explore how Optii offers several powerful ways for you to manage and monitor your team's jobs with ease, as well as communicate seamlessly with your colleagues. Whether you're assigning jobs, tracking projects, or communicating with your team via messages, these intuitive views are specifically designed to give you full control and clear visibility over all your operational workflows.

In addition, we'll explore each of the modules available within the Optii console, so you can become fully familiar with everything you'll see and do in Optii.

Written Lesson

Home Page: Your Operations At a Glance

The Home Page offers you a real-time snapshot of your property’s operations, covering both Service Orders (including guest requests and internal tasks) and Housekeeping Jobs.

Whether you're stepping into your shift or checking in remotely, this is your control panel to quickly assess the health of your operation.

✅ Monitor service and housekeeping activity instantly
✅ Identify potential bottlenecks or issues early
✅ Perfect for managers needing a quick yet comprehensive operational overview

📖 Want to dive deeper? Check out Lesson #5: Navigating the Home Module.

Optii Schedule: Smart Automation for Job Assignments

The Schedule tool helps you take the guesswork out of assigning jobs by automatically routing tasks to the right team member, based on their assigned schedule.

✅ Automates job assignments in real-time
✅ Reduces human error when dispatching tasks
✅ Ensures the right person is assigned at the right time
✅ Saves managers countless hours of manual scheduling

By automating this process, you're not only streamlining operations but also further streamlining your operations.

📖 Learn how to set up your schedule in Create Your Weekly Schedule in Optii.

Optii Jobs: Full Visibility Into Your Property’s Tasks

The Jobs Module is the heart of task management in Optii. From here, you can track and manage all jobs — whether they are Guest Requests, Internal Jobs, Repeating Tasks, or Project Jobs — in one centralized place.

✅ Monitor the status and progress of every job
✅ Filter and search by job type or department
✅ Stay informed without needing to physically check in with each team
✅ Gain valuable insights for better resource planning and staffing

With this module, you’ll always have your finger on the pulse of your operation, freeing up your time to focus on higher-level management tasks.

📖 Explore job management further in Lesson #6: Navigating the Jobs Module.

Optii Projects: Simplify Project Tracking

Managing longer-term projects just got easier. The Projects Module gives you complete oversight of all ongoing projects on your property.

✅ Organize projects by Department or Project Cycle
✅ Search and filter by project name for easy access
✅ Assign, monitor, and update project-related jobs directly from one screen
✅ Stay fully in control of deadlines, progress, and accountability

This tool ensures that larger, more complex projects don’t fall through the cracks — even as daily operations keep moving.

📖 Get started with projects in Getting Started with Projects.

Optii Chat: Instant Communication with Your Team

Optii Chat makes staying in touch with your team simple, no matter where they are on property.

✅ Send direct messages to individual team members
✅ Broadcast messages to entire departments instantly
✅ Create jobs directly from chat conversations
✅ Built-in translation helps bridge language barriers

With multilingual support, your team can communicate confidently and clearly, ensuring nothing gets lost in translation—a common challenge in hotel operations.

📖 Master Optii Chat in Lesson #8: Navigating the Chat Module.

Reports: Data-Driven Insights for Smarter Operations

The Reports Module gives you powerful visibility into both your current and historical operations, helping you keep your team accountable and ensure your service standards are consistently met.

✅ Review performance by day, time, department, project, or team member
✅ Monitor daily activity to catch trends or recurring issues
✅ Use historical data to guide staffing, training, and resource decisions
✅ Keep your team aligned with property standards and goals

With Optii Reports, you’re not just looking at what happened — you’re identifying opportunities to improve efficiency, service quality, and guest satisfaction.

📖 Learn everything you need to know in Lesson #9: Navigating the Optii Reports Module.