Check for Due Tasks
Creating, assigning and checking for due tasks
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Creating, assigning and checking for due tasks
Last updated
Was this helpful?
Tasks are a useful way to remind your team jobs that need completing.
You can set:
Due date
Time
Category
Description
Assigned To
Status:
Not Completed
Won't Complete
Completed
Tasks are added to bookings on the Edit A Booking page, and are primarily used for sales purposes, i.e. chase up a sales lead, taking payment reminders and payment chases.
However, it is also possible to create tasks independent of bookings for general operations, i.e. guest pick up, registration form reminders.
Tasks that are due today, tomorrow or are overdue are displayed on the when you log in.
A searchable list of all tasks is available by clicking on the link on the or by navigating to CRM →
