Build one or multiple task sets that include the repetitive steps you follow for every trip, in the same order each time. Due dates are automatically set relative to key trigger events in the system—for example:

• Send a bon voyage email 1 day before travel
• Send a welcome-back email 1 day after travel

Once your task set is created, Safari Portal automatically generates task lists showing what’s due today, upcoming, or overdue—so you always know what to focus on.

Stay on Top of Your Work With Built-In Notifications

Receive notifications when tasks are due

• Get a daily email each morning outlining what you need to complete that day
• Sync all tasks to your calendar
• See a dashboard badge showing tasks due today or overdue as soon as you log in

Share Task Sets Across Your Team

• Save time and stay consistent by sharing task sets with your team
• Ensure everyone follows the same workflows and protocols
• Easily assign tasks to the right team member

Use Bulk Actions to Stay Organized

• Quickly complete, delete, or reassign tasks in bulk
• Keep your task lists clean and up to date

Save Time With Email Templates

• Attach email templates to your tasks
• When an email task is due, click a button to instantly launch your email client with the draft already prepared—just review and send

Handle One-Off Tasks With Ease

• Create ad-hoc tasks for unique situations
• Assign them to the appropriate team member in seconds

See Tasks at Both the Trip and Global Level

View tasks directly within each expanded trip file to track what’s done and what’s outstanding

• Access the full Task Manager to see all tasks across all files
• Filter by assignee, task type, file, or due date to stay focused

Keywords: Task manager, task sets, tasks, email templates