Join Alper for a webinar on Itinerary Tips & Tricks. Learn how to save time creating proposals using Tourwriter packages and editing itineraries. The webinar also covers tips on sending bookings and receiving confirmations. The webinar also demonstrates how to leverage Tourwriter’s enhanced Task feature to resolve day-to-day activities within the app.
Articles Tagged: tasks
Assigning Users to Task Lists
The Default Tasks feature now lets you assign a task to a Tourwriter user. The feature allows you to associate a time-frame to the task and lets you pick a task’s due date based on options. The “Task Term Editor” is available under Tools > Setup > Default Tasks. You can assign a term to […]
This section populates the Tasks “Name field” on the Itinerary Tab for Itineraries. Additional Default Tasks can be created (in accordance with the internal procedure policy).
Itinerary Additional Information
The Comments field is a passive communication field, i.e.between employees, and can be used to record a brief overview of the client and their travel plans (i.e. honeymoon, active outdoors, into food and wine etc).
Tasks Work Space
The Tasks Work Space is Tourwriter’s ‘To-do List’ for Itineraries. Join Roshni in the above video to learn about the Scheduled Tasks feature of Tourwriter. Learn how to add new tasks to an itinerary, create a list of default tasks, and report on any outstanding tasks.