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Task Management

Manage tasks to keep your tourism business running smoothly. Assign responsibilities, set deadlines, and track progress to ensure operational details are handled, providing a smoother experience for your guests.

Written by Hayden Zammit Meaney

Manage tasks to keep your tourism business running smoothly. Assign responsibilities, set deadlines, and track progress to ensure operational details are handled, providing a smoother experience for your guests.

Accessing this feature

Go to Tasks

How to use it

  1. On the Tasks page, click Create.

  2. A form appears with fields to complete.

  3. Task Name: Enter a clear and concise name (e.g., Order more brochures, Confirm booking for Smith family, Update social media post for weekend tour).

  4. Description: Add details about the task (e.g., Contact 'Print-It-Now' to reorder 500 copies of the 'Coastal Wonders Tour' brochure using the updated design file from Dropbox).

  5. Assignee: Select the team member responsible for the task.

  6. Due Date: Select the date the task needs to be completed by.

  7. Priority: Select the task's priority (Low, Medium, or High).

  8. Status: The default status is 'To Do'. Update this as the task progresses (e.g., 'In Progress', 'Completed').

  9. Related to (Optional): Link the task to a specific booking, guest, or project.

  10. Review the details and click Save. A confirmation message appears, and the task is added to the Tasks list. The assigned team member is notified.

Task management streamlines your operations. You can:

  • Assign tasks to team members

  • Set deadlines to keep everyone on schedule

  • Prioritise tasks to focus on what's most important

  • Add detailed instructions in the description field

  • Track task progress (To Do, In Progress, Completed)

  • Edit tasks to change due dates, add details, or reassign

  • Mark tasks as complete

Tips

  • Break down large projects into smaller, manageable tasks (e.g., instead of "Launch new tour," create "Develop tour itinerary," "Create marketing materials," "Train guides," and "Update website")

  • Be specific and clear in task names and descriptions

  • Assign tasks early to allow sufficient time for completion

  • Encourage team members to update task status and add comments

  • Review tasks regularly to monitor progress and identify bottlenecks

  • Connect tasks to guest experience (e.g., "Replenish welcome pack items" impacts first impressions)

  • Use priority settings strategically for urgent items

Need help?

For further assistance, contact us at [email protected]

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