Create and assign a task

Add a task whenever something must not be forgotten: call the hotel, collect a passport, confirm transfers.

Before you start

You need permission to manage tasks. People who can only see tasks can tick them, but not add or change them.

The quick way

1. On Tasks, press N (or click the quick-add line Add a task: “Call the hotel tomorrow @Hassan”).
2. Type the task with a date and a person, in English or Arabic, for example "Send visas in 3 days @Mariam" or «اتصل بالفندق غداً @حسن».
3. Check the preview under the line: the due date, the person and the trip that will be used. The date words and the @name are taken out of the title.
4. Press Enter (Enter to add). Esc clears the line.

Without a date, the task is due tomorrow. Without an @name, it is assigned to you. When you filter by a trip, the task is linked to that trip. The priority is the default one. The words the line understands are listed in Task statuses, priorities and due labels.

The full form

1. Press Add task. The Add task window opens.
2. Type the Task (for example "Print luggage tags for the group") and, if you like, the Arabic wording (optional), shown on Arabic screens.
3. Choose Assign to: a teammate, or Nobody yet. A new task starts assigned to you.
4. Pick the Due date, or clear it.
5. Choose the Trip (or No trip) and then the Booking of that trip (or No booking). The booking list needs a trip first.
6. Choose the Priority: Normal, High or Urgent.
7. Press Add task (or Enter in the task field).

On a trip

Open the trip's Checklist tab and use its quick-add line (Add to the checklist: “Confirm transfers in 3 days @Hassan”) or Add task. There, a task without a date is due one week before departure.

After you add it

• The message "Task added and assigned to Hassan" (or Task added) appears with Undo.
• The task shows in Tasks for everyone, and under Mine for the person assigned.
• To change it later, open the row menu → Edit task, change it and press Save task (Task saved).

If something goes wrong

• Write the task: the task title is empty.
• Pick a trip first: choose the trip before the booking.
• User not found, Trip not found or Booking not found: the person, trip or booking was removed meanwhile. Refresh and choose again.
• You can only tick tasks: your role cannot change tasks. Ask the agency owner.