Updates

3/20/24	New Dashboard Language: Dutch - Belgium https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/How-Do-I-Change-the-Staff-Dashboard-Language
3/19/24	Master Calendar Property Sticky Filter Enhancement: There is now an option to select multiple properties to fully customize your view. https://teams.operto.com/calendar
2/6/24	Global Task Form Elements: When creating Variants, the Elements in the Parent Task Form can now be set as Global or not Global (shared or not shared). This allows for ease of editing when making Variants unique to a specific Property. https://teams.operto.com/checklists https://opertosupport.force.com/main/s/article/Task-Form-Checklist
2/1/24	Bulk Edit Staff Dashboard Settings: Quickly adjust the Dashboard settings for all Staff. https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/change-settings-for-all-Staff-Dashboards
2/1/24	Property Folder View on Staff Dashboards: Staff can now be set to view the information stored in the Property Folder icon on their Task by clicking on details. https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/How-can-I-add-and-view-property-information
2/1/24	Staff Templates: Now Staff Templates can be created to save the settings typically selected for a Staff that works in a particular Department. Then easily add new Staff via the existing Template. https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/Setup-Staff
12/15/23	New Dashboard Language: Tagalog https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/How-Do-I-Change-the-Staff-Dashboard-Language
7/5/23	New Staff Dashboard Language - Hebrew https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/How-Do-I-Change-the-Staff-Dashboard-Language
5/31/23	New Staff Dashboard Language - Spain Traditional https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/How-Do-I-Change-the-Staff-Dashboard-Language
6/6/22	Property Request Form: Property Request Form can embed a form in another application. Requests will come into the Issues screen to be handled appropriately. https://teams.operto.com/properties https://operto.my.site.com/main/s/article/Property-Request-Form
6/1/22	Bounte Lost and Found Integration: Transforms your lost and found into a high-tech, low-touch solution. https://teams.operto.com/settings https://operto.my.site.com/main/s/article/Bounte-Lost-and-Found-Software
4/12/22	New Staff Notification Task Removed: Now when a Task is removed due to a canceled booking Staff will receive a notification https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/Setup-Staff
4/4/22	Update: New Dashboard Language: Thai https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/How-Do-I-Change-the-Staff-Dashboard-Language
4/1/22	New Dashboard Language: Swedish https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/How-Do-I-Change-the-Staff-Dashboard-Language
3/8/22	Update: Update: New Dashboard Language: Latvian https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/How-Do-I-Change-the-Staff-Dashboard-Language
2/28/22	New Task Rule Options - Skip Based on Booking Length: After Check-Out, MidStay, and After Check-In Task Rule types can now be adjusted to only be generated based on booking duration. https://teams.operto.com/services https://operto.my.site.com/main/s/article/Task-Rule-Types-Overview
2/7/22	Administration Area Access - View and Edit Fee Amounts: Administrators can now be allowed/disallowed to see Amounts billable to Owners and or Property Managers. https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/Setup-Staff
2/4/22	New Task Rule Detail: Start After Previous Task, skip on x days or less https://teams.operto.com/services https://operto.my.site.com/main/s/article/Task-Rule-Types-Overview
2/3/22	Task Not Yet Started: This notification will alert Administrators when a Staff has not started a task within X number of hours before the completion window ends. https://teams.operto.com/notifications-alerts-employees https://operto.my.site.com/main/s/article/Administrator-Notifications
1/3/22	Task Started Notification (for use with the Time Tracking feature): Notification that is triggered when Staff Starts a Task. https://teams.operto.com/notifications-alerts-employees https://operto.my.site.com/main/s/article/Administrator-Notifications
11/3/21	Bulk Upload Property Images: Now multiple Images can be selected and uploaded with an option to also Bulk Edit Title and Description. https://teams.operto.com/properties https://operto.my.site.com/main/s/article/Adding-Property-Images-Videos-or-PDFs-to-the-Staff-Dashboards-Image-Tab
10/1/21	Bulk Option for Sharing Issues with Owners: As a time saver, Issues can now be selected in bulk on the Issues page to show on Owner Dashboards. https://teams.operto.com/issues https://support.operto.com/s/article/Sharing-Issues-with-Owners
9/30/21	Task Rule; Time and Date Options: Now all Task Rule types have the option to add a complete by time and start and stop scheduling dates. This is helpful for seasonal services and Tasks that need to be completed before the time of check in. https://teams.operto.com/services https://operto.my.site.com/main/s/article/Task-Rules
9/24/21	Property Information Folder Icon Accessibility: The folder icon is now also available in the Task Popup and Booking Popup Windows for more overall quick and easy access. https://teams.operto.com/properties https://operto.my.site.com/main/s/article/How-can-I-add-and-view-property-information
8/26/21	Export/Import Vendors: You can now easily export all Vendor records, make changes, and then import the same file back into Operto Teams. https://teams.operto.com/vendors https://operto.my.site.com/main/s/article/Vendors
8/24/21	Export/Import Staff: You can now easily export all Staff records, make changes, and then import the same file back into Operto Teams. https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/Setup-Staff
8/16/21	Internal Vendor Notes: Information about your Vendors can now be stored directly in Operto Teams https://teams.operto.com/vendors https://operto.my.site.com/main/s/article/Where-Can-I-Store-Information-About-my-Staff-and-Vendors
7/27/21	New Notification Send Notice Daily of Tasks Not Accepted: When Accept/Decline is used this can be set to send a daily reminder to Staff to accept any pending tasks. https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/Notifications-Overview-of-All-Possible-Auto-Notifications
7/26/21	Bulk Edit Linen Counts in Table Format: Now when using the Bulk Edit option, Linen counts can be easily and precisely entered and updated right in the table. https://teams.operto.com/properties https://operto.my.site.com/main/s/article/Linens-and-Laundry-Packing
7/20/21	Master Calendar Filter by Abbreviation or Name: You can now quickly and easily filter the Master Calendar by typing in a property name or abbreviation. https://teams.operto.com/calendar https://operto.my.site.com/main/s/article/Master-Calendar-User-Guide
7/15/21	Load More Tasks Dashboard Button: Staff can now view future Tasks right on their Main Dashboard screen by clicking on Load More Tasks https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/Why-Can-My-Staff-Only-See-Some-of-Their-Taskse/357-my-staff-can-not-see-all-of-their-tasks
7/12/21	Early Check In/Late Check Out Indicator: If a booking time is outside of the default times an ! icon now shows at the start and or end of the booking on the Master Calendar https://teams.operto.com/calendar https://operto.my.site.com/main/s/article/Master-Calendar-User-Guide
7/7/21	Renew Dashboard Access: If a Staff member's Dashboard has been compromised, a new link can now easily be created to replace the existing one. https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/Renew-Access-What-Should-I-Do-if-a-Staff-Dashboard-has-Been-Compromised
6/22/21	Owner Statement (Beta): Owners can now be set up to view a statement of completed work right on their Dashboard https://teams.operto.com/settings https://operto.my.site.com/main/s/article/Owner-Statements
6/15/21	Administrator Dashboard View Pending Tasks: When Accept/Decline is used, the main Dashboard now shows the number of pending tasks with a link to view them on the Scheduling Calendar https://teams.operto.com/dashboard https://operto.my.site.com/main/s/article/Administrator-Dashboard-User-Guide
6/14/21	Master Calendar Add Booking Shortcut: Next to the property name, you can now quickly add a booking for the property selected https://teams.operto.com/calendar https://operto.my.site.com/main/s/article/Add-Bookings
6/14/21	Master Calendar Add Standard Task Shortcut: Next to the property name, you can now quickly add a Standard Task for the property selected https://teams.operto.com/calendar https://operto.my.site.com/main/s/article/Add-Standard-Task
6/11/21	Piece Pay Report, Bulk Approve: Now Piece Pay amounts can be quickly approved in bulk right in the reports https://teams.operto.com/report-piece-pay https://operto.my.site.com/main/s/article/Piece-Pay
6/7/21	Welcome Email Bulk Send: There is now an option to send multiple welcome emails to Owners and Staff all at one time. https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/How-do-I-send-the-welcome-email-with-the-Dashboard-App-link
6/7/21	New Dashboard Language: Polish https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/How-Do-I-Change-the-Staff-Dashboard-Language
5/19/21	Bulk Activate/Deactivate Properties: Multiple properties can now be selected and made Inactive or Active https://teams.operto.com/properties https://operto.my.site.com/main/s/article/Making-Properties-Inactive-Active
5/12/21	Property Filter by Owner: There is now an option to quickly search for a property by owner name https://teams.operto.com/properties https://operto.my.site.com/main/s/article/Setup-Properties
5/5/21	Owner Welcome Email Specific to Stripe Billing: Now when Bill Owner Through Stripe is on, the Welcome email will contain directives to ease the setup process for the owner https://teams.operto.com/owners https://operto.my.site.com/main/s/article/Billing-Owners-Through-Stripe
5/3/21	Ability to Filter Issues from the Mobile Dashboard: Now while in the field, maintenance Staff can easily select the property name from a dropdown and view only Issues for that property. https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/Issues
4/7/21	Owner Managed Tasks: Allow owners to add and remove Tasks as well as change Task dates. https://teams.operto.com/owners https://operto.my.site.com/main/s/article/Owner-Managed-Tasks-Allowing-Owners-to-Add-and-Remove-Tasks-and-Change-Task-Dates
3/31/21	Manage View Quick Links: Now you can quickly access the Task Popup Window and the completed Task Form right on the Manage view page https://teams.operto.com/todo-property-servicer-view https://operto.my.site.com/main/s/article/Manage-View-User-Guide
3/25/21	Cancelled or Changed Booking Indicators: Quickly view Bookings that have changed or been canceled on the Master Calendar https://teams.operto.com/calendar https://operto.my.site.com/main/s/article/What-are-the-Colours-and-Icons-On-the-Calendars
3/22/21	Quality of Cleaning Rating and Tracking: Cleaning quality rating can be submitted in the Task Form during inspections and then pulled for review in Task Form Reports. https://teams.operto.com/checklists https://operto.my.site.com/main/s/article/How-Can-I-Track-Cleaning-and-Guest-Ratings
3/11/21	Master and Scheduling Calendar Updates: Some navigation and filter options have been hidden from view to allow for faster loading and ease of use on mobile devices. https://teams.operto.com/calendar https://operto.my.site.com/main/s/article/Master-Calendar-User-Guide
3/10/21	Adjust Labor and Materials Amounts in the Property Record: As a time saver, especially when adding a new property. Labor and Materials amounts can now be added or adjusted right in the property record. https://teams.operto.com/properties https://operto.my.site.com/main/s/article/Tracking-Fee-Amounts-and-Adjusting-Billable-Tasks
3/5/21	Export Vendors: Vendor information can now be exported into a CSV file https://teams.operto.com/vendors https://operto.my.site.com/main/s/article/Vendors
3/4/21	Import: Now information can be imported into Operto Teams for your Staff; Owners and Properties. https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/How-Can-I-Import-Export-Informatio
3/3/21	Task Form Copy and Share Elements: Elements can now be repurposed right in the Manage Elements area. Element types and assigned Task Forms are now also listed on this page next to the Element name as a huge time saver. https://teams.operto.com/checklists https://operto.my.site.com/main/s/article/Task-Form-Checklist
2/26/21	Internal Staff Notes: Information about your Staff can now be stored directly in Operto Teams. https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/Where-Can-I-Store-Information-About-my-Staff-and-Vendors
2/24/21	Show Property Status on Staff Dashboards: Now Task Rules can be set to show the Status of the property for the scheduled Task right on the Mobile Dashboard. https://teams.operto.com/services https://operto.my.site.com/main/s/article/Using-Property-Statuses
2/22/21	Bookings Calendar Filter options: Now you can quickly filter by Region, Region Group, or specific property on the Mobile Dashboard Bookings Calendar https://help-teams.operto.com/article/122-how-can-i-jump-to-a-specific-property
2/17/21	trust-d Integration (Guests): This allows for a quick and easy background screening of potential guests https://teams.operto.com/bookings https://operto.my.site.com/main/s/article/trust-d-Guest-Check
2/8/21	Task Form Report; Number Grid Dollar Amounts: The Number Grid element type now has a dollar amount option to track expenses in the Task Form Reports. https://teams.operto.com/report-taskforms# https://operto.my.site.com/main/s/article/Task-Form-checklists-Reports
2/1/21	Scheduling List Additions: Now view completed and In Progress Tasks right from the scheduling List view. https://teams.operto.com/schedule https://operto.my.site.com/main/s/article/Scheduling-List-User-Guide
1/31/21	Video Upload: Videos can now be uploaded from The Version 2.0 Dashboard. https://teams.operto.com/settings https://operto.my.site.com/main/s/article/System-Settings
1/28/21	Booking Page Created Date Filter: Now easily find Booking created on a specific date. https://teams.operto.com/bookings https://operto.my.site.com/main/s/article/Bookings-Page-user-Guide
1/22/21	Task Rules Advanced Filters: Quickly filter Task Rules by Keyword, Type, and Department https://teams.operto.com/services https://operto.my.site.com/main/s/article/Task-Rules
1/21/21	Arrivals, Departures, Check In/Out Export to CSV - These Quick Reports can now be exported to a CSV file https://teams.operto.com/arrivals https://operto.my.site.com/main/s/article/Quick-Reports
1/21/21	Owner Notification Rules - Allow Owners to be notified before a Task is scheduled and after Tasks are completed. https://teams.operto.com/owner-notification-rules# https://operto.my.site.com/main/s/article/Owner-Notification-Rules
1/20/21	Issue Flag Types: These are not editable in System Settings. https://teams.operto.com/settings https://operto.my.site.com/main/s/article/System-Settings
1/19/21	Booking Changes Log: Easily view all changes that have been made to a booking right in the Booking Popup Window https://teams.operto.com/calendar https://operto.my.site.com/main/s/article/Bookings-Detail-Pop-Up-Window
1/18/21	On a Schedule Task Rule Type Nth Day Option: This allows for Tasks to be scheduled Nth Day of the month (3rd Thursday, Last Friday etc.) https://teams.operto.com/services https://operto.my.site.com/main/s/article/Task-Rule-Types-Overview
1/15/21	On a Schedule Task Rule Type Minutes Field: This allows for Tasks to be scheduled down to the minute directly in the Task Rule. https://teams.operto.com/services https://operto.my.site.com/main/s/article/Task-Rule-Types-Overview
1/4/21	trust-d Integration (Staff): This allows for a quick and easy background screening of Staff members https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/trust-d-Staff-Screening
12/29/20	Multiple Image Upload Task Form Element - Operto Teams now has one Element on the Task Form that allows Staff to easily upload several images quickly. https://teams.operto.com/checklists https://operto.my.site.com/main/s/article/Task-Form-Examples
12/16/20	Allow Owners to Submit a Request or Issue - This is helpful for owners to communicate their property needs within Operto Teams through their Owner Dashboard. https://teams.operto.com/owners https://operto.my.site.com/main/s/article/Setting-up-Owners
12/7/20	Moving Issues Between Properties - This is very useful If an issue is reported for the wrong property by mistake, use the dropdown menu to select the correct property. Child issues will also be moved to the selected property. https://teams.operto.com/ssues https://operto.my.site.com/main/s/article/Issues
12/1/20	Ability to Push Work Orders into OwnerRez as Expenses - This helps to track Operto Teams Tasks and Issues in OwnerRez https://teams.operto.com/settings https://operto.my.site.com/main/s/article/Pushing-Work-Orders-into-OwnerRez-as-Expenses
12/1/20	Ability to Push Work Orders into LMPM - This helps to track Operto Teams Tasks and Issues in LMPM https://teams.operto.com/settings https://operto.my.site.com/main/s/article/Pushing-Work-Orders-into-LMPM
11/30/20	Slack Integration - Slack is an instant messaging app that allows messages to be sent between Staff/Teammates and within specific Property Channels to keep messages organized. https://teams.operto.com/settings https://operto.my.site.com/main/s/article/Slack-Integration
11/14/20	Outgoing iCal for Owner entered Bookings - Outgoing iCal feeds are useful to share your Operto Teams calendar information with other applications. Contact us at help-teams@Operto.com to turn on this functionality. help-teams@Operto.com https://help-teams.operto.com/article/51-outgoing-feeds-ical-custom
11/13/20	Copy to New Feature Now available for Properties: Have properties with similar addresses and details such as condos, rooms, or apartments? Use the Copy to New feature (double paper icon) to add them and quickly adjust differences. https://teams.operto.com/properties https://operto.my.site.com/main/s/article/Procedure-to-Add-a-Property-in-Operto-Teams
10/23/20	Moving Bookings Between Properties: This is useful when bookings for multiple units/rooms import in the same property feed https://teams.operto.com/calendar https://operto.my.site.com/main/s/article/Moving-Bookings-Between-Properties
10/22/20	Beds24 Import: Arrival times are now being imported https://teams.operto.com/calendar https://operto.my.site.com/main/s/article/Beds24-Integration
10/22/20	WebRezPro: If there is a room change, Operto Teams will move the booking and the tasks to the new room. https://teams.operto.com/calendar https://operto.my.site.com/main/s/article/WebRezPro-Integration
10/5/20	Date Formatting: New ability to choose the specific date format for your locale https://teams.operto.com/settings https://operto.my.site.com/main/s/article/Date-Formatting
9/30/20	Multiple Staff Warning: If there are 2+ people assigned to a task and Time Tracking is ON, when the COMPLETE button is selected, the system will ask "Are you sure? This will Stop Timer for You and all Assigned" https://teams.operto.com/mastercalendar-tasks2 https://operto.my.site.com/main/s/article/Staff-Dashboard-User-Guide-with-Time-Tracking
9/8/20	Owner Entered Bookings: If the PMS does not allow owners to enter owner stays, owners can enter those stays through their Operto Teams Owner Dashboard, and Operto Teams can feed those bookings back into the PMS https://teams.operto.com/owners https://operto.my.site.com/main/s/article/Adding-Owner-Entered-Bookings-into-your-Booking-Software
8/25/20	PrintableTask Form Reports: Quickly view and print Completed Task Forms on multiple pages https://teams.operto.com/report-service https://operto.my.site.com/main/s/article/Task-Form-checklist-Submissions-Where-can-results-be-viewed
8/3/20	New or Updated Booking Notification: This Notification now distinguishes between New and Updated. https://teams.operto.com/report-notifications https://operto.my.site.com/main/s/article/Setup-Staff
8/1/20	Owner Option to Hide Guest Info: This helps managers comply with privacy laws https://teams.operto.com/owners https://operto.my.site.com/main/s/article/Setting-up-Owners
7/9/20	Quick Reports: Export to CSV option https://teams.operto.com/tasks https://operto.my.site.com/main/s/article/Quick-Reports
7/6/20	Booking Popup Window: Any associated Tasks are now listed, and can be accessed at the bottom of this page https://teams.operto.com/calendar https://operto.my.site.com/main/s/article/Bookings-Detail-Pop-Up-Window
7/2/20	Linen Packing: Reports can now be exported to CSV the linen packing report and linen property reports. Also, Same Day Changeovers are indicated. https://teams.operto.com/report-linen https://operto.my.site.com/main/s/article/Linens-and-Laundry-Packing
7/1/20	Show Next Booking Note Option: For Dependant and Check-Out Tasks to show Staff information regarding the incoming booking. https://teams.operto.com/services https://operto.my.site.com/main/s/article/Task-Rules
6/29/20	Internal Owner Note: Owner specific information that is stored under Manage --> Owners. https://teams.operto.com/owners https://operto.my.site.com/main/s/article/Setting-up-Owners
6/22/20	Hide Hourly Pay Rates: Allows for Staff wage privacy among Administrators. https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/Setup-Staff
6/19/20	Owner Dashboard: New Booking Calendar View: Owners can now view their bookings in a comprehensive calendar view. https://teams.operto.com/owners https://operto.my.site.com/main/s/article/Setting-up-Owners
6/12/20	Staff Dashboard Note: A property-specific note that appears on the Task before opening it https://teams.operto.com/properties https://operto.my.site.com/main/s/article/Setup-Properties
6/10/20	Key Code: Hidden until Task date: Allows for an extra level of security https://teams.operto.com/properties https://operto.my.site.com/main/s/article/Setup-Properties
5/25/20	Task Form Report on Staff Dashboard: Staff can view Task Form Submissions from the Task prior to the one they are scheduled for https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/Task-Form-checklist-Submissions-Where-can-results-be-viewed
5/18/20	Unscheduled Task Form: On the dashboards, staff can now create a NOT complete unscheduled task and start it, so that time can be tracked. https://teams.operto.com/servicers https://operto.my.site.com/main/s/article/Unscheduled-Task-and-Issues-Form
4/14/20	New Task Form Element: Number Grids: Useful for tracking restock and inventory https://teams.operto.com/checklists https://operto.my.site.com/main/s/article/Task-Form-Examples
4/7/20	Task Form Reporting: Set up Task Forms to pull results by report types, for example, Restock or Inventory. https://teams.operto.com/taskform-report-types https://operto.my.site.com/main/s/article/Task-Form-checklists-Reports
3/24/20	Attach Parent and Child Issues: Ability to Close, Attach and Copy related issues. https://teams.operto.com/ssues https://operto.my.site.com/main/s/article/Issues
3/2/20	New Sticky Filter: Pending (for use with Accept Decline Feature): The Pending Sticky Filter allows a view of Tasks that have not been accepted. https://teams.operto.com/mastercalendar-tasks2 https://operto.my.site.com/main/s/article/Task-Accept-Decline
1/14/20	Property Statuses: Set up Property Statuses to quickly see the state of any property. https://teams.operto.com/property-statuses https://operto.my.site.com/main/s/article/Using-Property-Statuses
1/6/20	Notification Rules: Notification Rules allow Administrators to set notification parameters for upcoming Tasks upon previous Task completion. https://teams.operto.com/notification-rules https://help-teams.operto.com/article/42https://operto.my.site.com/main/s/article/Task-Notification-Rules7-notification-rules
1/2/20	Billing Owners Through Stripe: Easily bill owners by credit card at the click of a button by connecting your Stripe account to Operto Teams. https://teams.operto.com/settings https://operto.my.site.com/main/s/article/Billing-Owners-Through-Stripe