WHAT'S CHANGING
Your House Cleaning Schedule has a new home.
The Roster is replacing it. Every existing schedule moves with it — nothing to redo.
Previously, the housekeeping can be found under Room Management → House Cleaning Schedule.
Today, it lives inside Task Management → Roster — ready for everything the old page did, plus more.
Before
House Cleaning Schedule.
What you know today :
After
Roster.
The same schedules, now on the Roster — sitting under Unassigned Tasks until you assign them.
WHAT TO EXPECT ?
Familiar inside. More on the outside.
Everything you depend on, plus a few things you don’t have yet.
WHAT CARRIES OVER ?
Every detail you know. Cleaning name. Property. Room type. Room name. Stay period. Guest count. Schedule and time. All exactly where you expect them — just on the Roster instead of the legacy page. |
WHAT’S NEW ? A few things you didn’t have.
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The rest of this guide is the full Task Management story — the same one new users get. Skim if you want; refer back when you need.
WHY DELTA TASK MANAGEMENT ?
Stop juggling paper, Excel, and WhatsApp.
Everything your hotel does in a day — in one place. Live. Connected to the booking. Photographed for proof.
LIVE Connected to your bookings. When a guest cancels, the task cancels. When the booking changes, the task changes. | VISIBLE See work as it happens. Which rooms are clean. Which are in progress. Which are late. From your desk. |
SIMPLE No more paper. No more chats. Stop printing rosters. Stop scrolling WhatsApp for who did what. | PROOF A photo before it's done. Require a photo of the clean room. Trust, verified. |
QUICK START
Five minutes to your first task.
Set the rules once. Run the day with confidence.
Open Settings - Top-right of the Roster page. Everything you configure once lives here.
Create your Task Types - Housekeeping. Maintenance. Inspection. Set each one’s defaults — priority, color, fields, subtasks, completion forms — once.
Build your Forms - Add the questions, the photo prompts, the signature. This is the proof your team submits when work is done.
Group your staff into Teams - Cleaning Team. Maintenance Team. Front Desk. Assign work to a team, not just a name.
Create your first task - Type a name. Pick the type. Link a booking. Assign. Done.
MODULE ONE
Setting up the system.
Three things to configure. Then you're done with setup, forever.
1. Task Types & Templates
Instead of configuring the same task day after day, define it once as a Task Type. Reuse it forever.
Create a Task Type. Give it a name — Housekeeping, Fixing Items. Choose a priority. Pick a color for the calendar.
Manage your templates. Edit any time. Click the X to deactivate a type you no longer need.
Two examples of saved Task Types.
MODULE ONE . TASK TYPES
Anatomy of a Task Type.
A Task Type is the shape of a kind of work. Set it once. Reuse it forever. Name, priority, color, default fields, default subtasks, default completion forms — pre-loaded every time you create the task.
Creating a Task Type. The basics on top — name, priority, color. The structure below — fields, subtasks, completion forms.
2. The Form Builder
Two ways to capture work done. Subtasks are the quick steps — clean the bedroom, clean the bathroom, restock supplies. Forms are how you capture proof — photos, signatures, structured questions, inspection-level detail. Build forms on a desktop. They appear on every phone.
Field type | Purpose |
Multiple choice | Yes/no, or pick from a list. Sheets changed? Towels replaced? |
Photo | Required proof. A clean room. A broken item. |
Signature | Approval, captured on screen. |
Instructions | Notes that show staff exactly how it's done. |
Designing a form. Each question appears on the staff's phone in the same order.
💡 ONE THING TO REMEMBER Click Save before you leave a page. The system does not save drafts. |
3. Teams and Groups
Group your staff into teams — Cleaning, Maintenance, Front Desk. Assign work to the group, not just a single name.
Choose an icon and a name. Front-of-house. Back-of-house. Whatever fits how you actually work.
Add your people. Drag staff into the group. Move them between groups any time.
See teams on the calendar. Team tasks show up on your main timeline, beside individual assignments.
Creating a team takes about ten seconds.
MODULE TWO
The Manager Portal.
Two views. Pick the one that fits the moment.
View A. Timeline view.
Your staff on the left. The day across the top. Tasks live in the middle as blocks.
Assign work. Drag a task from the Unassigned list onto a worker's row.
Reassign on the fly. Drag a task from one worker to another when someone is sick or slammed.
Catch overlaps instantly. Two tasks at the same time? The blocks visibly collide. You'll see it before your staff does.
The Timeline view. A live picture of the day.
View B. List View.
A clean stack of tasks when you want to sort and skim instead of plan against a clock.
Status tabs. Active, Completed, Cancelled. One tap between them.
Active states. Not Started. In Progress. On Hold. Late. Everything at a glance.
Time filters. Tomorrow. Next week. Yesterday. Or a custom date.
The List View. Tasks, distilled.
Creating a task by hand.
Some tasks come in linked to your booking schedules. Sometimes you need one that doesn’t. It takes about fifteen seconds.
Click Create Task. - Top-right corner. Give it a name.
Pick a Task Type. - Your saved template loads automatically — fields, subtasks, completion forms.
Link it to a booking. - Drop in the Booking ID. If the guest cancels their trip, the task auto-cancels with it. Your staff don’t waste a minute.
Set the time. Assign it. - A worker or a team. Done.
Creating a task and linking it to a live booking.
MODULE THREE
The Staff Portal.
No app store. No installs. Just a webpage, opened on a phone.
Your staff open staff.deltahq.com on any phone or tablet. Tasks for the day. Photos for proof. One tap to finish.
Four steps. That’s the entire shift.
1. See the day’s work. A clean list. Tasks. Times. Rooms.
2. Tap to start. Open a task. Read the notes. Mark it In Progress.
3. Show the work. Tick the subtasks. Fill in the form. Snap the required photo.
4. Send it. Tap Complete. The manager knows. The front desk knows. The room is ready.
Getting in.
No app store. No download. Just one address and the account they already have.
Open staff.deltahq.com. - Any phone. Any tablet. Any browser. Save it to the home screen for one-tap access.
Sign in with their Delta PMS account. - The same username and password they already use for Delta. Nothing new to remember.
No account yet? Ask the hotel admin. - Hotel admins can create a Delta account in seconds. Once it’s active, staff log in the same way.
WHAT'S NEXT ?
Coming soon.
We're building the parts that disappear into the background.
PHASE 2 Automatic Scheduling Set a trigger and a filter. When both match, a task creates itself with the right template. No manual entry for predictable, repeating work. |
PHASE 3 Smart Auto-Assignment Tag staff with skills, languages, certifications. The system reads the tags, the schedule, the capacity — and picks the right person on its own. |
PHASE 3 Staff-Created Tasks A leaky sink. A burned-out bulb. Reported from the cleaner’s phone, in two taps. Staff can also pass off tasks they can’t take, with proper handover. |

