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Tasks Presets
Antonio Sierra avatar
Written by Antonio Sierra
Updated over a week ago

Tasks Presets

Tasks presets help manage repetitive tasks associated with bookings. To create and manage task presets:

  1. Go to Settings and select the Task Presets tab.

  2. Create tasks with specific details:

    • Example tasks:

      • Buy Hotels: Due 20 days before the event.

      • Buy Flights: Due 50 days before the event.

      • Confirm Visa: Due 45 days before the event.

      • Request Marketing Material: Due 3 days after contract signed.

    • You can add descriptions and assign to relevant team members or roles.

  3. Save the task preset.

When creating a new booking, the task presets will automatically populate with due dates and assignments.


Managing Tasks in an Offer

  • Update task status (Not Started, In Progress, Done) to track progress.

  • Add comments

  • View assigned people

  • Edit and manage task


Viewing and Filtering Tasks

To manage tasks efficiently:

  1. Navigate to the Task View:

    • View tasks sorted by columns like event name, status, due date, or assigned team member.

    • Use filters to focus on specific tasks (e.g., tasks due soon or assigned to you).

  2. Access tasks for individual bookings to:

    • Update statuses.

    • Add comments.

    • Edit or delete tasks.

The task view ensures a clear overview of what needs attention and streamlines task management across bookings.

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