You can add default tasks in your account settings that will be automatically included in every request you create. This automation saves you time and ensures consistency by eliminating the need to manually add repetitive tasks.
If you want to first learn about the basics of adding a task, here is an article for you.
How to Use Tasks (Basics)
Learn how using task lists can help you improve your workflow by monitoring the responsibilities of each request through their various stages from start to finish.
How to Set Default Tasks in Settings
For each stage or status of a request, you can add the default task(s) that needs to be done. You can specify at which stage these tasks are added by placing them in a specific section (e.g., New, Open, Booked).
Additionally, you can set the 'Type' (for filtering purposes) and the default 'Status' they will have, which helps in organizing and tracking tasks more efficiently.
Settings > Request Settings > Default Tasks
Go to your account Settings
Click on 'Default Tasks'
Fill in for every stage of request the Task Description, Type, and Status for each task you set up. Here is an example below:
TIP: Smart Tasks Avoid entering manual tasks for standard tasks based on your itinerary.
When a quote is set to the status Booked, SafariOffice can automatically add tasks related to the specific itinerary, such as booking accommodations or arranging included activities.
This automation streamlines the process and reduces the risk of forgetting important steps. If you prefer not to use these 'smart tasks', you can uncheck them in the Booked status section.