Follow

Task Manager: Creating Itinerary Reminders

Create itinerary reminders in your Task Manager. 

Click on the TASK MANAGER icon in the ITINERARY TITLE BOX located between the GEAR icon and the WEB VIEW icon.

Screen_Shot_2020-08-20_at_2.26.59_AM.png

 

Go to the CREATE tab.

Add a title.

Select a REMINDER DATE.

Add notes if applicable.

Click the CREATE REMINDER Button.

Screen_Shot_2020-08-20_at_1.53.55_AM.png

 

 

task_1.gif

 

Repeat the process again to add more reminders.

Click on the TASK MANAGER icon.

Add a title, reminder date, and notes (optional).

Click the CREATE REMINDER button below.

Screen_Shot_2020-08-20_at_2.25.51_AM.png

 

 

Screen_Shot_2020-08-20_at_1.53.30_AM.png

Select the VIEW ALL tab to see all reminders you've created for your itinerary.

Screen_Shot_2020-08-20_at_2.04.23_AM.png

 

EDIT a reminder.

COMPLETE a reminder.

X out a reminder to delete it.

task_part_2.gif

 

 

Screen_Shot_2020-08-20_at_2.41.41_AM.png

Here you'll see that "Call Client: Millie Rogers" was COMPLETED.

"Publish Itinerary: Eating Through France" was DELETED (X).

 

The following still need to be completed:

"Add first restaurant menu to itinerary."

"Reserve first restaurant in France."

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk