Creating, Assigning, and Managing Tasks

This guide will walk you through the process of setting up and working with tasks in details. From initial planning to hands-on task management and collaboration tips this article covers it all.

• Define task sequences: Start by breaking your processes into manageable steps. For example, define recurring workflows like tour planning or release rollout as task sequences.
• Assign team members: Assign tasks directly during setup to clarify responsibilities and ensure smooth transitions between task stages.

1. Log in to your details account.
2. Go to TASKS / TASKS to access the full task overview.
   
   
   
3. To access item-specific tasks:
   
   • Select a section like CATALOG / RELEASES.
   • Click on an item to open it.
   • Go to SELECTED ITEM / TASKS to manage tasks there.
4. For an overview of predefined task lists by work area, visit:
   Booking Task Lists

1. Click [+] at the top right corner in TASKS OR
   click [+ Add Task] in the CATEGORY / SELECTED ITEM / TASKS►at bottom of the list.
   • If you’re in a category view like BOOKING, PRODUCT or RELEASE, make sure the correct tab is selected first.
     
     
2. This opens the [New Task] form.
   
   
3. Fill in the required details:
   • Task Name: A clear and short title.
   • Assigned User: Person responsible for the task.
   • Due Date: Set the task deadline.
   • Notes: Add any additional info or special instructions.
4. Click [OK] to save the task. It will now appear in the list below the selected category.

1. Click on the task name to open it.
2. Select a status from the Status dropdown (e.g. Open, Pending, Completed).
   
   
   

1. Check the TASKS section regularly to keep track of all open items.
2. Review Status and Due Dates to stay on top of deadlines.
3. Edit tasks to update notes, reassign, or complete them as needed.

• Update consistently: Ask your team to keep statuses and notes up to date so that progress is always visible.
• Meet regularly: Hold short weekly check-ins with your team to review open tasks and solve blockers together.
• Group recurring work: Use Task Groups to organize repetitive or related tasks.
• Use filters to prioritize: In TASKS, filter by Status, Due Date or Assigned User to focus on what matters.

If you need more help, don’t hesitate to reach out to our Label Team (for Labels) or Simo (for Booking).