Manage tasks

Context

Tasks allow you to organize and track actions to be completed as part of managing your travel projects: follow-up with a client, preparation of a quote, confirmation of an option, administrative follow-up, etc.

They are associated with opportunities and contribute to better work organization and meeting deadlines.

Objective

Create, plan and track tasks to ensure nothing is forgotten and to guarantee effective monitoring of travel projects.

Priority tasks (overdue, to do today or coming up) are automatically visible in the operational dashboard.

Where to find this feature?

Creating, editing and viewing tasks for an opportunity are done via the Tasks tab (second icon in the left column of the opportunity).

Overdue tasks, tasks to do today or upcoming tasks are also visible directly from the operational dashboard.

From the opportunity pipeline view, you can see the tasks associated with each opportunity and their deadline using a color code:

• 🔴 Red: overdue tasks
• 🟠 Orange: tasks to do today
• 🔵 Blue: tasks to do soon
• 🟢 Green: tasks to do later

Step-by-step

Here are the steps to create or edit a task in the Caladeo application:

1. Open the opportunity on which you want to add or edit a task.
2. Click on the Tasks tab in the left column of the opportunity (second icon from the top).
3. Click on Add a task, or on the three dots (…) next to an existing task to edit or delete it.
4. Fill in the task information:
   • Task name
   • Description (optional)
   • Due date
5. Save changes

Once the task is completed, you can close it by clicking on the circle to the left of its name. It will no longer appear in the operational dashboard or in the opportunity pipeline view.

What happens next in Caladeo

Once the task is created, it automatically appears in the opportunities pipeline view as well as in the operational dashboard, depending on its due date.

Frequently asked questions

Can I modify or reschedule a task?

Yes. Task information can be modified at any time (due date, name, description).

Is it possible to add multiple tasks to an opportunity?

Yes. You can add as many tasks as needed to the same opportunity.

Good to know

• Plan your tasks with realistic due dates to optimize your organization.
• It is possible to set up automatic tasks that will be created each time an opportunity status changes (See the Configure automatic tasks page)
• Close only tasks that are truly completed in order to maintain a reliable view of your activity.