Tasks, Notes & Docs

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  1. How to add notes to a Trip?
  2. How to add tasks from the tasks, notes and docs section in the trips module?
  3. How to add a due date to a task?
  4. How to delete a task?
  5. How to assign a task template to a new trip?

 

1. How to add notes to a Trip?

  1. In the top menu of the trip tab, enter the Tasks, Notes and Docs section.
  2. Locate the Notes category on the right side and select the service to which the note will be assigned (Flight, Cruise, Transport, Lodging, Activity, Insurance, Restaurant, etc). Write your notes and click on add.

The notes will appear as hashtags for each service. For example: #transportation Only Automatic Transmission.

Note: Notes are internal for the agency and can only be seen by the agent or administrator.

2. How to add tasks from the tasks, notes and docs section in the trips module?

  1. Go to the Trips Module, create a new trip or select one from the list.
  2. Find  the Tasks, Notes and Docs section. Click on the + Add a Task button.
  3. A new box will be displayed where you can enter the title of the task.
  4. If you want to add a description of the task, click on the edit icon located on the right side of the title.
  5. A new tab will open where you can enter additional information and assign a due date for the completion of this task.

Note: When creating a task within a trip, it is linked to this trip and it can be checked from the Dashboard Module.

3. How to add a due date to a task?

  1. Go to the Trips Module, enter a trip from the list.
  2. Find  the Tasks, Notes and Docs section. Select a task from the list or create a new one.
  3. Click on the edit icon located on the right side of the task title.
  4. A new tab will open where you can click on the Add date button and then assign a due date to finish this task.

4. How to delete a task?

  1. Within the Trip Module, enter a trip from the list.
  2. Find  the Tasks, Notes and Docs section and select a task from your list.
  3. Click on the Delete icon located on the right side of the task title.

5. How to assign a task template to a new trip?

  1. Enter the trips module and click on the Create trip button.
  2. A new window will open where you must complete the required fields. Find and click on the field identified as Task List Template and all the templates you have created will be displayed.
  3. Select the template you want to assign to this trip and then click on continue. Now the task template will be identified with the name you have given the trip. In this step you can also add more tasks, edit it, delete it and also can assign a due date in case you want.
  4. Once you have finished click on Confirm and create.
  5. Go to the Tasks, Notes and Docs section, and find the list of tasks you have assigned to this trip and mark them as completed when you need.

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