Manage your tasks in Tourwriter

From payment reminders, booking amendments for specific itineraries, through to accounting and even office shopping; there’s a lot that goes into running a successful tour operator business. To help keep things in order, you can create and manage all of your tasks from within Tourwriter.

Located in the primary navigation bar you will find the ‘Tasks’ menu item. This is where you can see an overview of all tasks. You can also create, manage and view tasks on a per itinerary basis as well.

Filtering and searching tasks

When tasks lists get too long things can get overwhelming very quickly. To help narrow your focus, Tourwriter comes complete with a number of pre-built filters that you can use to easily sort your tasks into more manageable lists.

FilterExplanation
All tasksShows all tasks in your organisation that have not yet been completed
My TasksShows all tasks that have been assigned to you that have not yet been completed
Completed tasksShows all tasks in your organisation that have been completed
To do todayShows all tasks that have a due date that matches today
To do this weekShows all tasks that have a due date in the current calendar week
Coming upShows all tasks that have a due date beyond the current calendar week

You can also search for a task, or click on one of the column titles to re-order your tasks by a set parameter.

Comparing user roles

AdminAgent
View tasks assigned to othersYesNo
View general tasks assigned to nobodyYesYes
View tasks associated with an itinerary you ownYesYes
View tasks associated with an itinerary someone else ownsYesNo
Create tasksYesYes
Assign a general task to another userYesYes

Information on template Task Lists can be found here.