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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.

Hayden Zammit Meaney avatar
Written by Hayden Zammit Meaney
Updated over 2 months ago

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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