Tasks: Delegations & Due Dates
Managing operational to-dos, visa submissions, supplier confirmations, and administrative deadlines.
What is this?
Step-by-Step Guide
Open Tasks
Go to Lead Management → Tasks.
Click '+ New Task'
Enter the task title, pick a due date, set the priority, and assign an employee.
Filter by Bucket
View 'Today' or 'Overdue' tasks to focus on imminent deadlines.
Complete Task
Click the checkbox once the visa is issued or voucher reconfirmed. TourVilo marks it completed and logs your user audit record.
Field-by-Field Breakdown
Detailed definitions for every form input, why it is needed, and realistic travel agency examples.
| Field Name | What it Means & Why Needed | Example Value | Required? |
|---|---|---|---|
| Task Title | Clear, action-oriented description of the to-do. Why: Displays in task tables and mobile summary widgets. | Issue Dubai Tourist Visa for John Smith | Yes |
| Due Date | Deadline by which this operational task must be finished. Why: Flags overdue tasks before they disrupt traveler departures. | 2026-12-01 | Optional |
| Priority | Urgency level. Why: Sorts high-risk tasks (e.g. flight ticketing deadline) to the top. LowMediumHigh | High | Yes |
| Assigned Employee | The staff member or visa coordinator responsible for doing the work. Why: Enforces clear ownership across departments. | Michael Vance | Optional |
| Linked Record | Optional link to a Customer, Lead, or Booking. Why: Enables one-click navigation to passport scans and flight details. | Booking #BKG-0089 | Optional |
Best Practices & Pro Tips
- Attach tasks directly to bookings so when you open a customer profile, all operational milestones are visible on their Tasks tab.
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