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Create a task with the property, instructions, assignee, and schedule. Include the checklist and photos needed to review completion.

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Before you start

Identify the property and any reservation involved. Decide whether this is a reported issue or planned work, which department owns it, and whether cost or access needs approval first.

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Create the task

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Identify the work

Define the task in Trellis
Choose Create Task in Tasks, or start from the related conversation or property. Check any property and reservation filled in automatically. Write a specific title, choose the priority and department, and link the relevant element or required skills. For example, “Replace the kitchen extractor filter” tells the worker more than “Kitchen issue.” Link the extractor element so future repairs can be found in its history.

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Explain the result and required proof

Add the working instructions in Trellis
Describe the exact location, problem, and expected result. Choose a task template for repeat work, or add the needed checklist. Put the steps in the order they should be done and explain what a required photo must show. Attach reference photos or instructions. Add supplies and their warehouse when the worker needs materials. If another task must finish first, set it as a blocker; if an owner must authorize the work, add the approval before dispatching it.

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Assign and schedule

Assign and schedule in Trellis
Choose a suitable teammate or vendor, set the date and time, and estimate the duration. Review shift availability and existing visits before saving. For work that should happen on an already-planned trip, use Attach to upcoming visit. Open the saved task and confirm its instructions, property, assignee, and schedule. If the schedule or assignee is missing, keep the task in the team’s planning queue.

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Let an agent draft it

Create with the agent in Trellis
Describe the task to the AI Agent with the property, work, department, priority, date, and intended assignee. You can ask it to check team availability. Answer any clarification, then open the created record and verify it. Whether the task starts as a draft depends on the agent’s permissions and setup. Review any draft before accepting it, including its checklist, linked reservation, and proof requirements.

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What happens next

The assignee completes the work and records its evidence. Review the result in the task and visit before updating the guest or owner. See Tasks, visits, and completion review.