Sometimes having Turno automatically create projects for your bookings is not enough. With that in mind, we also offer a feature that allows you to create manual projects so you can add a project unrelated to a booking whenever you need a teammate's services.
How to manually add a new project to your schedule ✍🏼
To manually add a project, click on the "Add Manual Project" button located at the top left of the Schedule page:
You can also do this from the List page by clicking on the "Add Manual Project" button at the top right of the page like so:
Once you click to add a new project, you will be taken to the "Add Manual Project" screen. Here you will be able to pick the specifications of your project.
1. Select a project type: You can select if this project will be a regular cleaning project or a different type of project (Inspection, Linen Delivery, Maintenance, Pool Cleaning, Trash Pickup, or Check-in/Welcoming Project).
"Check-in/Welcoming" projects are intended to happen when your guest is arriving at the property, allowing them to have a walk through and get any relevant information that you instruct your teammate to deliver.
2. Select a property: Select in which of your properties this project will take place. Only a single property can be picked for each project.
3. Select a checklist: Choose one of your checklists to show for this specific project. Click the selected checklist in the drop-down menu to deselect the associated checklist, or simply select another one.
4. Project name: Enter a name for your project.
5. Price: Here you can update the cleaning price for this specific project by disabling the "Price" toggle. There you can edit the amount for this specific cleaning project and determine if it's paid per hour or per project:
6. Project details: Select "Single Project" if this will be a single instance or "Repeating Project" if you would like to set a group of recurring projects to happen within a determined time frame. You can choose from Daily to Yearly for the repeating time. Whatever option you pick here will affect the slot dedicated to the Date and Time details of your project.
7. Date and time: Depending on the option chosen related to the section above, you will be presented with a different prompt for the date and time of your project:
If you pick "repeating":
If you pick "single":
You can use the "Guest Arrives Same Day" option to let your cleaner know that they can only do the project on that specific day/time. When you check the "Guest Arrives Same Day" box, your cleaner will see the tag on the project card on their end, notifying them that a guest will check out and another one will check in later on the same day.
Turno automatically adds this tag to projects that exist between a check-out and check-in on the same day.
If you scroll down, you will be able to add notes to this project and will still be presented with the last specifications to set up:
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1. Assign or Restrict to Specific Teammates: You can check this box to directly assign or restrict this project to specific cleaners only. This means that this project will be available only to them and will not appear on other cleaners' project requests besides the ones you select.
The "assign" part of the feature shown above will only be visible if you have the "Direct Assign/Auto Assign" feature enabled on your Projects settings.
⚠️This is only recommended if you have direct control over your teammates' schedules or if you talked to them beforehand to make sure they will be available.⚠️
If you don't have the option above enabled, the "assign or restrict to specific cleaners" box will show up like this:
Click on the "Assign to a cleaner or Restrict to Specific Cleaners" box, then on "Assign" or "Specific Cleaners", and select a cleaner from the "Available to" dropdown menu. You can select multiple cleaners when restricting a project, but only one when assigning.
2. Visible:
When enabled, this means that this project will be shared with your cleaners as soon as you save it, making it visible to them. If disabled, it will keep the project hidden from your cleaners, even after it is saved, until you share it manually.
If you'd like to know more about it, please check out the following guide: Making projects visible or hidden
Once you're done setting up your new project, make sure to click "Add Manual Project" at the bottom right, to save and add your new project to your schedule.
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