> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Run your first cleaning operation

> Prepare, assign, complete, and review one cleaning job from start to finish

## What this helps you do

Prove one cleaning process before you automate it across your portfolio. This
guide connects the property, task, assignee, field work, and manager review.

## Before you start

* Choose one test property and one upcoming or synthetic cleaning.
* Confirm the teammate or vendor has access to that property.
* Prepare the checklist, timing, and photo requirements your team uses.
* Keep any checkout workflow off until the manual test is complete.

## Prepare the work

<Steps>
  <Step title="Review the property">
    Open **Properties** and confirm the address, access notes, rooms, and
    cleaning details the worker needs.
  </Step>

  <Step title="Create or choose the cleaning task">
    In **Tasks**, use the cleaning task type or template your team has approved.
    Set the property, date, time, checklist, and required proof.
  </Step>

  <Step title="Assign the right person">
    Assign the teammate, department, or vendor. Confirm their role and property
    access before saving.
  </Step>

  <Step title="Check the worker's view">
    Ask the worker to sign in, open the assigned task, and confirm the schedule,
    property, checklist, and instructions.
  </Step>

  <Step title="Complete the field test">
    Have the worker follow the checklist, add the required photos or notes, and
    mark the task complete.
  </Step>

  <Step title="Review as a manager">
    Confirm completion time, checklist, photos, notes, and any issue that needs
    follow-up.
  </Step>
</Steps>

## Add checkout automation after the test

Once the manual process is correct, create or update a workflow that creates the
cleaning task after the right checkout event. Use the same property, task
details, and assignment rules. Run a safe test and inspect
**Workflows > Runs** before enabling it.

## How to check it worked

* The task belongs to the correct property and time.
* The intended worker can open only the work they need.
* The checklist and proof requirements are clear.
* The manager can review completion and exceptions.
* Any checkout workflow has a successful safe test in Runs.

## Common problems

<AccordionGroup>
  <Accordion title="The worker cannot see the task">
    Confirm the assignment, department, role, and property access. Then ask the
    worker to refresh the task list.
  </Accordion>

  <Accordion title="The task has the wrong property details">
    Correct the property source first, then update or recreate the test task.
  </Accordion>

  <Accordion title="The workflow creates the wrong task">
    Turn it off, inspect the trigger and assignment in **Workflows > Runs**, and
    repeat the safe test.
  </Accordion>
</AccordionGroup>

## Related articles

* [Tasks](/platform/tasks)
* [Workforce](/platform/workforce)
* [Workflow automations](/platform/automations)
* [Field worker onboarding](/guides/field-worker-onboarding)