Check for Due Tasks

Creating, assigning and checking for due tasks

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 home page when you log in.

A searchable list of all tasks is available by clicking on the Tasks link on the home page or by navigating to CRM → Tasks