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Operations overview

Housekeeping and maintenance run on OperationalTask — one task system with work views, checklists, evidence, and optional AP linkage.

What Operations is

Tasks & Operations is Zyelra’s work system for cleaning, kitchen, turnover, maintenance, inspection-related work, and other operational tasks. There is no separate HousekeepingTask or WorkOrder product.

  • Open Tasks & Operations from the sidebar (tasks.view).
  • Filter work views: All, Housekeeping, Maintenance.
  • Use My Work, Everyone, Unassigned, and property filters as shown in the workspace.
  • Use Templates and Recurring tabs when your role allows task_templates.* / recurring_tasks.* permissions.

Permissions

  • tasks.view / create / edit / assign / complete / cancel
  • task_templates.view / manage and recurring_tasks.view / manage for those tabs
  • vendors.view when selecting vendors on tasks
  • ap.manage required to create a draft vendor bill from a maintenance task

Next

Next step

Daily runbooks, housekeeping, maintenance, inspections, and task evidence.

More Operations guides →

Related guides

  • Daily operations runbook

    A practical daily path: arrivals/departures, My Work, housekeeping, maintenance, inspections, and unit readiness — on OperationalTask only.

  • Housekeeping workflow

    From checkout to cleaning task, assignment, checklist, evidence, and readiness — using OperationalTask cleaning/turnover types.

  • Maintenance, evidence, and AP bills

    Create maintenance tasks, attach evidence, assign vendors, and optionally create a draft vendor bill — without implying live payout.

  • Inspections

    Schedule, assign, complete, cancel, or mark no-show on inspections — and bridge to Operations tasks without merging domains.

  • My Work, queues, and filters

    Use My Work, Everyone, Unassigned, property filters, and assignee workload cues to run the Operations board.

  • Task templates and recurring tasks

    Reuse checklist templates and schedule recurring operational tasks — without turning Operations into a second finance system.

  • Vendor bills and accounts payable

    Create, approve, post, and record payment on vendor bills. Draft bills can also come from maintenance tasks.

  • Short-term stays

    Manage short-term stays in Bookings: requests or instant confirmations, then check-in and checkout.

  • Operations task troubleshooting

    Fix missing housekeeping, assignment gaps, reopen/re-clean confusion, inspection bridges, and AP bill creation from maintenance.