Task & workflow management for travel teams
Assign work linked to bookings and customers, set deadlines, and let routine handovers happen automatically when a booking changes.
Tasks & Workflows
Assign tasks linked to bookings and customers, set deadlines and let routine work create itself: a new visa file can create its checklist, and a confirmed booking can assign ticketing to the right person.
Team boards and reminders make ownership clear, so files do not stall when staff are busy or away.
Assign work, set deadlines and automate routine handovers.
6 features included in Tasks & Workflows
See it in a demo- 01Tasks linked to bookings and customers
- 02Due dates and reminders
- 03Team task boards
- 04Automatic tasks on booking events
- 05Checklists for visa and Hajj files
- 06Activity timeline per file
Tasks & Workflows in three simple steps
- 01Step 1
Create tasks or let bookings create them
- 02Step 2
Track progress on the team board
- 03Step 3
Get reminded before deadlines
Frequently asked questions
Can tasks be created automatically?
Yes. Rules create tasks on events such as a new booking, a payment or a visa stage change.
Can I use checklists?
Yes. Use standard checklists for visa, Hajj and group files.
Will staff get reminders?
Yes. Reminders arrive before deadlines by notification and email.
Works with every TravelSuite module
Bookings, customers, payments and accounts stay in one database, so this module shares data with everything else automatically.