This article will explain the following pertaining to tasks:
Go to Company > General Settings > Task Types
Click "Create New"
Enter the name of the Task Type and click "Create"
Trip specific tasks can be initiated automatically on creation of the trip or at any stage through the process. In addition, conditions can be set for any trip task item so it only creates when a specific situation occurs. The conditions that can be set are aircraft/aircraft type, airport/country and accounts/account type/contacts.
Go to Company > General Settings > Task Templates
Click "Create"
If this will be a general task list (not trip-specific), select "No" under Trip Base
In this example we are creating a trip based task template.
Enter a name and description for the list and click "Create
5. Click on the name of the task list to add tasks to the list
6. To add a task to the list, click "create"
7. Enter the applicable information and click "save"
There are various fields within a task item, so the user is able to define conditions and get very specific on each task item. Here is an explanation of all fields within a task item:
Here is an example of a General Task List called New Personnel Setup. The items in the list below are each of the tasks that make up this task list.
Here is an example of a Trip Based Task List:
Example of specific trip based task item settings:
This task will trigger when the trip stage is greater than or equal to booked, the trip type is set to CHTR and trip is on aircraft XXCITA10.
Ref: T-C01