Difference between an Action and a Task in Tres

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