While an Action and a Task are similar, Actions are dynamic and associated with trips, clients and travelers. Here you track follow thru items that are not only a function of dates, but also dynamically adjust to the source date automatically. In other words, if a date changes in a Trip or Reservation, the Action will automatically update. Tasks have static dates and limited integration in Tres.
| Key Differences Between Actions and Tasks in Tres | ||
| Feature | Actions | Tasks |
| Trigger Type | Dynamic (e.g., based on Trip Start Date, Create Date, etc.) | Static (manual date only) |
| Trigger Shifts with Date Changes | ✅ Yes – updates automatically when trigger date (like Trip Start) changes | ❌ No – remains fixed |
| Trigger Offset (Before/After) | ✅ Yes – set X days before/after trigger date | ❌ No |
| Link To Options | Trip, Client, or Traveler | Trip, Client, Traveler, and Supplier |
| Email Template Integration | ✅ Yes – can attach and send from Action | ❌ No - Cannot connect and email template |
| Part of Action Plan | ✅ Yes – reusable templates/groups | ❌ No – one-off only |
| Shows on the Workflow Dashboard | ✅ Yes – In the Actions section | ✅ Yes – In the Tasks section |
| Completion Tracking | ✅ Yes – system stamps completion date | ✅ Yes – system stamps completion date |
| Private vs. Public | ✅ Yes – create Private or Public Actions and Plans | ✅ Yes – can mark individual tasks as Private |
| Assignment to Team Members | ✅ Yes – assignable | ✅ Yes – assignable |
| Dashboard Visibility | ✅ Yes – appears in Actions section | ✅ Yes – appears in Tasks section |
| Question | Create a... |
|---|---|
| Is this part of a reusable workflow/ standardized process? | ✅ Action |
| Do I need a reminder tied to a trip date? | ✅ Action |
| Do I want the date to move if the trip changes? | ✅ Action |
| Do I need to send an email using a template? | ✅ Action |
| Is this just a quick to-do, like a phone call or internal reminder? | ✅ Task |
| Am I tracking something not tied to a specific date or workflow? | ✅ Task |
| Do I need to link this to a Supplier? | ✅ Task |