Tasks the system creates for you
The tasks that appear by themselves: trip checklists, accepted quotations, online booking requests, overpayments, failed card refunds and certificate renewals.
Some events need a person to act. The system then adds a task to Tasks, so it is not missed.
| When | The task | Assigned to | Priority, due |
|---|---|---|---|
| A trip is created or copied | The trip's checklist from your templates. See Build a trip checklist from templates. | Nobody | Template priority, counted back from departure |
| A customer accepts a quotation online | "Book Q-… option B for …" | The quotation's owner | High, today |
| A customer sends a booking request from their account | "Confirm the portal request of … for …" | The customer's owner | High, today |
| A customer pays online more than the balance | "TR-…: … was paid online above the balance. Refund it to the card or keep it as credit." | The booking's owner | High, today |
| A refund to a card fails at the payment gateway | "TR-…: the card refund … failed at the gateway. Refund it another way and correct the booking." | The booking's owner | Urgent, today |
| A branch's e-invoicing certificate is about to expire | "Renew the e-invoicing certificate of … before …" | Nobody | High, a week before expiry |
Each task carries its Arabic wording, so it reads naturally on Arabic screens. Tick it when done, like any other task.
Tip
Filter Tasks by Priority → Urgent or High each morning: the automatic tasks that matter most are there.
Related articles
- Build a trip checklist from templatesEvery new trip gets its checklist from your templates, with due dates counted back from departure. Add templates made later with Apply templates.
- The Tasks screenYour team's to-do list with quick add, filters and bulk changes, next to the checklist of the next trip that leaves.
- Let customers book a trip onlineChoose which trips customers see in their account and whether they book at once or send a request you confirm.