Here is more information about how to fill out different parts of a task, whether you're creating a one-off task or one in your Task Set.
- In Task Name, add the name of your task.
Tip: We recommend always starting a task with a verb to keep things consistent. - In Assign to, select who will complete this task from your list of team members (through scrolling or searching).
📌 Tip: This person will be assigned this task for every trip, every time. If you're unsure who to assign the task to, or it changes based on who's available, assign it to the person who completes it most often. You can always edit individual trip tasks later! - In Task Type, select what category this task is. Select up to two task types. This will help you sort and find tasks later on.
If you select Email, add the subject line and email draft to the task. - In Due Date, set when this task will be due.
- Click the 1 to customize the number of days.
- Click into the before rectangle to customize before or after the triggering event.
- Click into start of the trip to customize what triggering event should be used to calculate the due date. Certain options only appear when selecting before or selecting after.