Lesson #3: Navigating Optii Projects

Learn more about accessing Projects in Optii.

In this lesson, you will learn about Optii Projects, a powerful tool designed to streamline preventative maintenance and other essential projects within hotel operations.

Optii Projects focuses on initiatives related to all aspects of hotel management, from housekeeping and maintenance to front office operations, and everything in between.

Any task or jobs requiring a structured project to ensure compliance and successful completion can be managed through Optii Projects. This includes, but isn't limited to:

Housekeeping: Deep cleaning projects, room renovations, linen inventory and management.
Maintenance: Preventative maintenance schedules for equipment (HVAC, plumbing, etc.), repairs, and upgrades.
Front Office: System upgrades, guest service initiatives, and process improvements.
Sales & Marketing: Implementing new marketing campaigns, managing events, and tracking lead generation.
Food & Beverage: Menu updates, kitchen equipment maintenance, and health inspections.
Administration: Policy updates, staff training, and compliance initiatives.

This session focuses on accessing the Project tab, where you'll learn how to monitor, review, edit, and assign projects efficiently. It's a straightforward exploration to help you utilize this tool effectively. While this lesson covers the basics of using Optii Projects, we understand that hotel operations are complex and require a wide range of resources. Therefore, we will also provide links to additional resources, such as checklists, job items, and best practices, to support you in other key areas of hotel management.

Who is this for?

General Managers
Head of Departments as needed by corporate or property level
Optii Champion

Lesson Details:

1 Video

2 minutes

💡Tip: Feel free to share this valuable resource with your colleagues to explore Optii.

Congratulations! You have completed the tutorial 'Navigating Optii Projects'.

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Links to the Videos

Optional Lessons:

Add your Checklist in Optii

Add or Edit Job Items for Quick Department & Roles Assignments

Add or Edit Notifications

Would you like to learn more?

If you would like to learn more about Optii, please check out our Optii learning centre today at help.optiisolutions.com

Have questions or need help?

Do you have any questions about Optii? Please contact your success manager today at help@optiisolutions.com