🎬  MISSED OUR THURSDAY AND FRIDAY WEBINARS SHOWCASING OUR NEWEST RELEASE, TASK MANAGER?

Don't worry! Watch this 15-minute recap of the highlights of this new Safari Portal feature and how to assign, automate, and manage all your tasks in the same place you plan your trips!  🌟

🚀 Pro Tip: All of our mini-training sessions are available via the Help Center in the Webinar Library section.

Quick Take-Aways:

• Configure your Task Set first.
• Make sure to create your email templates while setting up your Task Set.
• Assign any relevant tasks to relevant team members.
• Use filters to search and sort.
• Email templates and Task Sets are not shared across team members.
• Optionally, add tasks to your calendar.
• Explore the help widget and help center.
• If working on a team where it’s not one-to-one sales person to ops person, add a task to your Task Set to ping the relevant ops person to assign their Task Set to the file.
• You can’t complete tasks that are not assigned to you or that you did not create.
• Add Task Set to all new files automatically and add individually to already existing files.

As always, thank you for being on this journey with us! 💞