The Projects feature provides a centralised workspace for managing tourism initiatives. It allows you to organise tasks, documents, and team members in one place, streamlining project workflows. For example, use Projects to coordinate a new tour launch, track marketing campaign progress, and ensure efficient resource allocation.
Accessing this feature
Go to Projects
How to use it
Creating a New Project
Click the New Project button. A new screen will appear.
In the Project Name field, enter a clear and descriptive name for the project. Consider the project's purpose. For example: "New Website Launch - Summer 2025" or "Optimise Booking Page for Mobile." This helps everyone know immediately what the project entails.
In the Project Description field, add further information. Outline the project's objectives. Identify key personnel. State the desired outcomes. For example: "This project aims to increase direct bookings by 15% through a complete refresh of our website, focusing on user experience and mobile responsiveness. Key team members include Sarah (Marketing) and David (IT)." This description is valuable for everyone involved to understand the big picture.
To involve team members in the project, look for a section like "Team Members" or "Project Collaborators." Enter their email addresses to send an invitation. You might also be able to set different roles for them, like an 'Administrator' (who can do everything), an 'Editor' (who can add and change things), or a 'Viewer' (who can only see what's happening). Collaboration is enhanced through shared access to project information.
You might see fields for Start Date and End Date. Setting these dates aids in project tracking and planning. These dates can be left blank or adjusted later as needed.
Sometimes, there's an option to select a Project Category (e.g., 'Marketing', 'Product Development', 'Operations', 'Finance'), facilitating filtering and retrieval.
Once you're satisfied with all the details you've entered, click the Create Project or Save Project button. It's usually at the bottom of the form. Your new project is now active, allowing you to add tasks and files.
Tips
Use descriptive project names to easily identify projects.
Add detailed descriptions to clarify project goals and responsibilities.
Involve team members to foster collaboration and shared understanding.
Set start and end dates to track project timelines.
Use project categories to organise and filter projects effectively.
Need help?
For further assistance, contact us at [email protected]