Lesson #6: Navigating the Jobs module

The Optii Jobs module gives you a comprehensive, real-time view of all guest requests, internal jobs, repeating jobs, and project jobs — organised on a Kanban-style Jobs Board so you can track progress and identify task items that have been converted into jobs at a glance. This lesson walks you through the Jobs Board and its core functionalities.

Written Lesson

The Job Module

This Optii's core service Product. In this module, you'll see the progress and status of all your guest requests, internal jobs, as well as your repeating jobs and project jobs.

Now, let's look at how your jobs are displayed. You'll see everything neatly organized into clear columns, using what's called a Kanban board representation. This visual layout makes it incredibly easy to track progress at a glance:

• The "Not Started" column shows jobs that have been created or added but haven't been initiated by your colleagues yet.
• Next, you'll see "In Progress" for jobs that are currently being worked on by your team.
• Then there's the "Done" column, for all jobs already completed by your colleagues.
• And finally, the "On Hold" column, for any jobs that haven't been able to be completed yet.

The different Job Status 'Views' in Optii Jobs

Within the Jobs module, you'll discover various valuable widgets and filters that help you manage operations efficiently. Let's explore them!

First, you'll see the Job Status View, which is our current default. To change this view, simply click on the spinner control next to "Job Status View."

My Jobs View

For instance, choosing "My Jobs View" will quickly show you only the jobs that have been specifically assigned to you, or jobs that you've created yourself. This helps you focus on your personal workload.

Timeline view for housekeeping management

The Timeline View is Optii's dedicated housekeeping product, designed to manage all guestroom housekeeping jobs, including departures, stayovers, inspections, and touch-ups. Full Getting Started lessons for Housekeeping are available in the Optii Learning Centre and at the end of this series for heads of departments, super admins, and hotel managers who want a complete overview.

Repeatings Jobs View
Following that, you'll find the Repeating Jobs view. Here, you'll see all the recurring jobs your team has set up. This view provides a clear overview of each repeating job, including its name, location, department, frequency, and start and end dates.

As a manager, you can also easily edit or delete these repeating jobs, and quickly check their last and next occurrences. How cool is that for simplifying routine tasks!

Filters in the Job Status View

You'll also notice the filters in Optii, which are designed to help you find what you need quickly. For example, you can filter by department, role, or location to pinpoint specific jobs.

The Project Jobs view is also accessible from the view selector dropdown. It displays all jobs grouped under a project, including each job's name, location, department, and associated project — useful for tracking larger, multi-step initiatives alongside day-to-day jobs.

Additional filter and search options include:

• Job Type — filter by standalone jobs, repeating jobs, or project jobs.
• Request type — filter by guest request or internal request.
• Sort-by — reorder jobs using the sort-by control.
• Search box — find a specific job by keyword.
• Toggles — display only past due jobs or future jobs.

Job Details View
When you find a job, you can easily drill into its details just by clicking on it! You'll get all the necessary information at your fingertips.

In summary, the Optii Jobs module ensures your hotel managers and colleagues never miss a guest request or internal job. It also provides deep insights to continuously improve your operations. Its sophisticated automation handles the administrative work, speeding up delivery, and our integrations with guest messaging partners create a complete, end-to-end service delivery solution.