Tasks are used when you need to remind yourself of something, such as to finalize the itinerary for a trip, or send documents to a client.
Select Task as the Type from the drop-down menu, enter Date and Time, Assigned To, Link To (Client, Traveler, Trip or Supplier), Subject, and Note Description (free-flow). Set a priority.
By checking Private other advisors will not be able to see the activity, but it can be seen by an admin or manager.
Add a Tag to identify something and use that identification to search in the future. Learn more about Tags.
Click Save Activity at the top right corner of the screen.
Note: Tasks will show on the dashboard on the date entered if no date was specified.