helps you organise your workload. By centralising your to-do items, you can assign tasks, set due dates, and track progress. This ensures important details aren't missed, like following up on guest bookings or preparing for a tour.
Accessing this feature
Look for the main navigation menu on the left-hand side or at the top of your screen. You'll usually see an option called "Tasks" or "My Tasks". Just give that a friendly click, and you'll be taken straight to your personal task dashboard.
How to use it
Adding a New Task
Once you're on your Task Management page, you'll see a prominent button, usually near the top, that says something like Add New Task or Create Task. Go ahead and click that.
A little pop-up window or a new section will appear. The first thing you'll want to do is give your task a clear, concise name. For example:
"Call John re: new tour package"
"Review website content for winter specials"
"Book accommodation for upcoming fam trip"
"Check tour bus tyre pressure"
"Draft social media posts for next week"
Tip: Be specific so you know exactly what needs doing at a glance!
Below the task name, you'll usually find a larger text box for "Description" or "Notes". This is your chance to add any important information, instructions, or context for the task. For example, if you're calling John, you might add his phone number or specific points to discuss. This helps ensure nothing is missed!
Click on the "Due Date" field and a calendar will pop up. Choose the date by which you'd like this task to be completed. This helps you prioritise and makes sure deadlines aren't missed.
If you're working with a team, you'll likely see a "Assignee" field. Click here and select the team member who is responsible for this task. If it's just for you, you can leave it assigned to yourself. This helps with accountability and clarity!
You might see options like "High," "Medium," or "Low." Use these to indicate how urgent or important the task is. This helps you decide what to tackle first when you have a lot on your plate.
Once you've filled in all the details, simply click the Save or Create Task button. Your new task will appear on your list, ready to be actioned. If you need to make changes later, it's just as simple to click on the task and edit its details.
Managing Tasks
Create Brand New Tasks: You can easily add any new item to your list.
Edit Existing Tasks: Made a mistake or need to update some details? Simply click on any task to change its name, description, due date, assignee, or priority.
Mark Tasks as Complete: Once a task is done, you can tick a box or click a button to mark it as complete.
Set and Adjust Due Dates: Keep your deadlines clear and reschedule if plans change.
Assign Tasks to Team Members: Delegate with ease and track who is responsible for what.
Prioritise Your Work: Label tasks as High, Medium, or Low priority to help you focus on what's most important.
Add Detailed Notes and Descriptions: Provide all the context needed for a task to be completed successfully.
Filter and Sort Your Tasks: Easily view tasks by due date, who they're assigned to, their priority, or their status (completed/pending). This helps you quickly find what you're looking for.
Delete Tasks: Sometimes things change, and a task is no longer needed. You can easily remove it from your list.
Tips
Break It Down: Break big projects into smaller, manageable tasks: "Research competitor pricing," "Draft tour itinerary," "Create marketing photos," "Train guides," "Set up booking page."
Be Specific: Instead of "Marketing," try "Schedule 3 social media posts for beach tour this week."
Need help?
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