Task Module

🧠 Overview

The operation of a beauty salon is dynamic: shifts, customer service, cleaning, restocking products, team coordination, and administrative tasks. The Task Module was designed to reflect the reality of the industry, allowing management of activities by client, by service, by team/resource, or in general, with clearly defined dates, responsible parties, priorities, and statuses.

Each task is recorded, assigned, and linked to the corresponding context, ensuring order, tracking, and real operational control so that the center operates with consistency and quality.

📋 Centralized Task List

From the Task List, the manager or administrator can view all salon activities in one place:

• Title and description of the task

• Type of task (general, client, service, or resource/team)

• Priority (low, medium, high, urgent)

• Status (open, in progress, pending, completed)

• Assigned user

• Start date and end date

The filters allow segmentation by:

• Procedure or area (cleaning, reception, cabin, barbershop, spa, nails, etc.)

• Assigned user

• Task status

• Deadline or expiration

This facilitates the detection of overdue tasks, understanding the workload per person, and prioritizing critical activities of the day.

🗂️ Kanban View (Visual Board)

The module includes a Kanban view that allows for visual and intuitive task management:

• Columns by status (Open, In Progress, Pending, Completed)

• Drag tasks between statuses

• Quick identification by color and priority

• Visualization of the responsible party

This view is ideal for:

• Quick team coordination meetings

• Daily operation supervision

• Progress tracking without wasting time

👤 Tasks Associated with Clients

Tasks can be linked to specific clients to improve service and loyalty. Examples include:

• Post-service follow-up (message, recommended care, next appointment)

• Appointment confirmation or rescheduling

• Record preferences (color, cuts, allergies, suggested products)

• Handling complaints or adjustments

• Retouch reminder (nails, color, beard, eyebrows, etc.)

Each task is integrated into the client's history, providing complete operational traceability and a better experience.

💇‍♀️ Tasks Associated with Services and Procedures

In daily operations, many tasks relate to specific services and their preparation. For example:

• Prepare the cabin for a treatment

• Check supplies before a service (dyes, gloves, towels, wax, etc.)

• Hygiene and sterilization checklist

• Restock products according to daily demand

• Quality control of the service (before/after, photos, notes)

Tasks are associated with the procedure, facilitating tracking and standardization of the service.

🧰 Tasks Associated with Equipment, Tools, and Resources

Each resource in the center can have tasks linked to:

• Preventive maintenance (dryers, straighteners, cutting machines, steamers, stretchers)

• Repairs and technical checks

• Restocking consumables (blades, filters, towels, disinfectants)

• Stock control of retail and cabin products

This helps reduce unexpected failures, maintain a maintenance history, and ensure the availability of key tools.

👥 Task Assignment and Teamwork

Tasks can be assigned to specific users, allowing for:

• Clear distribution of responsibilities

• Knowing who should do what and when

• Avoiding duplicated or forgotten tasks

Each team member can view their assigned tasks and prioritize them according to urgency, improving internal coordination.

⏱️ Priorities, Dates, and Statuses

The system incorporates:

• Configurable priority

• Start and due dates

• Clear and editable statuses

This allows for:

• Planning weekly work and agenda peaks

• Detecting delays and resolving bottlenecks

• Measuring operational compliance of the team

📝 Complete Details of Each Task

Each task includes:

• General information

• Detailed description

• Responsible party

• Dates

• Status and priority

This ensures that critical information is not lost and that each action is documented for more professional management.

📊 Integration with Reports and Agenda

Tasks are integrated with:

• Activity reports

• Agenda and events

• Operational history of the center

This allows for analysis of:

• Workload by role or person

• Task compliance

• Operational efficiency and service consistency

✅ Key Benefits of the Task Module

• Total organization of daily work

• Better team coordination

• Reduction of errors and forgetfulness

• Tracking by client, service, and resources

• Higher quality and operational standardization

• Visual, simple, and powerful