> ## Documentation Index
> Fetch the complete documentation index at: https://help.odia.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> Create and manage to-do items across your team. Tasks help you track what needs to be done, who's responsible, and when it's due.

## Overview

<Note>
  Tasks in Odia are to-do items that help you track work that needs to be done. Create general tasks from the tasks screen, or create context-specific tasks directly within Journeys and services. All tasks appear in your dashboard and the tasks screen for easy tracking.
</Note>

<CardGroup cols={2}>
  <Card title="Task Creation" icon="plus-circle" href="#creating-tasks">
    Create tasks from multiple locations:

    * Tasks screen (general tasks)
    * Journeys (Journey-specific tasks)
    * Confirmed Journeys (trip-specific tasks)
    * Service details (service-specific tasks)
  </Card>

  <Card title="Task Assignment" icon="user-check" href="#task-assignment">
    Flexible assignment options:

    * Self-assignment by default
    * Delegate to team members
    * Track ownership and accountability
  </Card>
</CardGroup>

## What Are Tasks?

Tasks in Odia are actionable to-do items that help you manage work. They ensure nothing falls through the cracks during trip planning and operations.

**Common uses:**

* Journey follow-ups ("Follow up on pricing with supplier", "Send updated version to travel agent")
* Pre-trip preparations ("Confirm final guest count with hotel")
* Service coordination ("Reconfirm pickup time with driver")
* Follow-ups ("Send post-trip survey to traveller")
* Team reminders ("Update pricing for summer season")
* Operational checklists ("Upload tickets to Journey")

**Key benefits:**

* Nothing gets forgotten
* Clear accountability (who's responsible)
* Deadline tracking (when it's due)
* Progress visibility (what's done, what's pending)

## Task Types

<CardGroup cols={2}>
  <Card title="General Tasks" icon="list-check">
    **To-do items not tied to anything specific:**

    * Personal reminders
    * Team assignments
    * Administrative tasks
    * Business tasks

    **Example:** "Update supplier contact list"

    **Created from:** Tasks screen only

    **Where they appear:** Tasks screen, Dashboard
  </Card>

  <Card title="Journey Tasks" icon="bullhorn">
    **Journey-specific tasks linked to a Journey:**

    * Journey follow-ups
    * Pricing coordination
    * Agent communication
    * Pre-confirmation actions

    **Example:** "Follow up on pricing with hotel", "Send updated version to travel agent"

    **Created from:** Inside the Journey only (not from tasks screen)

    **Where they appear:** Tasks screen, Dashboard, That Journey
  </Card>
</CardGroup>

<CardGroup cols={2}>
  <Card title="Journey Tasks" icon="route">
    **Trip-specific tasks linked to a Journey:**

    * Travel preparations
    * Trip milestones
    * Confirmed Journey-wide coordination
    * Pre/post-trip actions

    **Example:** "Send welcome email to Smith family"

    **Created from:** Inside the Journey only (not from tasks screen)

    **Where they appear:** Tasks screen, Dashboard, That Journey
  </Card>

  <Card title="Service Tasks" icon="bell-concierge">
    **Service-specific actions linked to a service:**

    * Service coordination
    * Supplier follow-ups
    * Booking confirmations
    * Service-level details

    **Example:** "Confirm dietary restrictions with restaurant"

    **Created from:** Inside the service details only (not from tasks screen or Journey level)

    **Where they appear:** Tasks screen, Dashboard, Confirmed Journey, That service's details
  </Card>
</CardGroup>

<Warning>
  **Important:** Tasks are only linked to Journeys or services when created from within them. If you create a task from the tasks screen, it will be a general task with no link to anything specific.
</Warning>

## Creating Tasks

<AccordionGroup>
  <Accordion title="From Tasks Screen (General Tasks Only)" defaultOpen={true}>
    **Create general tasks not linked to any specific trip:**

    <Steps>
      <Step title="Navigate to Tasks">
        Click on Tasks in the main navigation
      </Step>

      <Step title="Click Add Task">
        Click the 'Add Task' button in the top right
      </Step>

      <Step title="Enter Task Details">
        Fill in required and optional fields:

        * **Title** (required) - Clear, actionable task name
        * **Notes** (optional) - Additional details or context
        * **Execution Date** (required) - When the task should be completed
        * **Owner** (defaults to you) - Who's responsible
      </Step>

      <Step title="Save Task">
        Click save - task appears in your tasks list and dashboard as a general task
      </Step>
    </Steps>

    **Note:** Tasks created from the tasks screen are general tasks. They will NOT be linked to any Journey or service. To create a task linked to a trip or service, you must create it from within that Journey or service.
  </Accordion>

  <Accordion title="From Journey" defaultOpen={false}>
    **Create tasks linked to a specific Journey:**

    <Steps>
      <Step title="Open Journey">
        Navigate to the Journey you want to add a task to
      </Step>

      <Step title="Find Tasks Section">
        Look for the 'Journey Tasks' section or click the '+' button near 'Journey tasks'
      </Step>

      <Step title="Add Task">
        Click 'Add Task' or the '+' icon
      </Step>

      <Step title="Enter Details">
        Fill in task details:

        * Title (required)
        * Notes (optional)
        * Execution date (required)
        * Owner (defaults to you)
      </Step>

      <Step title="Save">
        Task is saved and **automatically linked to this Journey**. It appears on the Journey, in tasks screen, and on your dashboard.
      </Step>
    </Steps>

    **Important:** The task is linked to the Journey because you created it from within that Journey. This link cannot be created any other way.
  </Accordion>

  <Accordion title="From Confirmed Journey (Confirmed Journey-Specific Tasks)" defaultOpen={false}>
    **Create tasks linked to a specific Journey:**

    <Steps>
      <Step title="Open Journey">
        Navigate to the Journey you want to add a task to
      </Step>

      <Step title="Find Tasks Section">
        Look for the 'Journey Tasks' section or click the '+' button near 'Journey tasks'
      </Step>

      <Step title="Add Task">
        Click 'Add Task' or the '+' icon
      </Step>

      <Step title="Enter Details">
        Fill in task details:

        * Title (required)
        * Notes (optional)
        * Execution date (required)
        * Owner (defaults to you)
      </Step>

      <Step title="Save">
        Task is saved and **automatically linked to this Journey**. It appears on the Journey, in tasks screen, and on your dashboard.
      </Step>
    </Steps>

    **Important:** The task is linked to the Journey because you created it from within that Journey. This link cannot be created any other way.
  </Accordion>

  <Accordion title="From Service (Service-Specific Tasks)" defaultOpen={false}>
    **Create tasks linked to a specific service:**

    <Steps>
      <Step title="Select Service">
        In a Journey or concierge screen, click on a service to open service details
      </Step>

      <Step title="Navigate to Tasks Tab">
        Click on the 'Notes & Tasks' tab in the service details panel
      </Step>

      <Step title="Click Add Task">
        Click the 'Add Task' button
      </Step>

      <Step title="Complete Task Details">
        Fill in:

        * Title (required) - What needs to be done for this service
        * Notes (optional) - Additional context
        * Execution date (required)
        * Owner (defaults to you)
      </Step>

      <Step title="Save">
        Task is saved and **automatically linked to this service and its Journey**. It appears on the service details, in the Journey, in tasks screen, and on your dashboard.
      </Step>
    </Steps>

    **Important:** The task is linked to the service because you created it from within that service. This link cannot be created any other way.
  </Accordion>

  <Accordion title="From Dashboard" defaultOpen={false}>
    **Quick task creation from your dashboard:**

    * Look for the tasks widget on your dashboard
    * Click 'Add Task' or quick-add button
    * Enter task details
    * Save to add to your task list

    **Note:** Tasks created from the dashboard are general tasks, not linked to any specific Journey or service.

    **Use for:** Quick personal reminders or general tasks
  </Accordion>
</AccordionGroup>

## Task Details

Every task contains the following information:

<AccordionGroup>
  <Accordion title="Task Fields" defaultOpen={true}>
    | Field          | Required | Description                        | Notes                                                               |
    | -------------- | -------- | ---------------------------------- | ------------------------------------------------------------------- |
    | Title          | Yes      | Descriptive task name              | Be clear and actionable (e.g., "Confirm hotel booking" not "Hotel") |
    | Notes          | No       | Additional information and context | Add details, instructions, or background info                       |
    | Execution Date | Yes      | Deadline for task completion       | When the task should be done by                                     |
    | Owner          | Yes      | Task assignee                      | Defaults to task creator, can be changed to delegate                |
    | Status         | Auto     | Current progress state             | To Do (default), In Progress, or Completed                          |
    | Linked To      | Auto     | Association with Journey/service   | Only set if created from within Journey/service                     |
  </Accordion>

  <Accordion title="Task Ownership" defaultOpen={false}>
    **Who owns the task:**

    * **Default owner:** The person who creates the task
    * **Can be changed:** Assign to any team member
    * **Accountability:** Owner is responsible for completing the task

    **Assignment options:**

    * Assign to yourself (default)
    * Delegate to specific team member
    * Reassign if ownership changes

    **Visibility:** All team members can see all tasks, but dashboard shows you your assigned tasks.
  </Accordion>

  <Accordion title="Task Dates" defaultOpen={false}>
    **Execution date (deadline):**

    * When the task should be completed
    * Helps prioritize work
    * Visible in task lists and dashboard
    * Overdue tasks may be highlighted

    **Best practice:** Set realistic deadlines based on when the task truly needs completion, not just arbitrary dates.
  </Accordion>
</AccordionGroup>

## Task Assignment

<AccordionGroup>
  <Accordion title="Assigning Tasks to Team Members" defaultOpen={true}>
    **How to assign tasks:**

    **When creating:**

    1. Create task as normal
    2. In the "Owner" field, select team member
    3. Save task
    4. Task appears on their dashboard and in their tasks view

    **After creating:**

    1. Open the task
    2. Click edit
    3. Change owner to different team member
    4. Save changes

    **Delegation workflow:**

    * Assign tasks to team members based on role or expertise
    * Task owner receives notification (if enabled)
    * Owner sees task on their dashboard
    * Clear accountability for who's responsible
  </Accordion>

  <Accordion title="Self-Assignment" defaultOpen={false}>
    **Default behavior:**

    * When you create a task, you're automatically the owner
    * Keeps you accountable for your own tasks
    * Easy to create quick personal reminders

    **When to self-assign:**

    * Personal reminders
    * Your own responsibilities
    * Tasks you'll complete yourself
  </Accordion>

  <Accordion title="Team Collaboration" defaultOpen={false}>
    **Using tasks for team coordination:**

    * Assign tasks to distribute workload
    * Track who's responsible for what
    * Monitor team progress
    * Ensure accountability

    **Best practices:**

    * Assign to the person best suited for the task
    * Add clear notes so assignee knows what to do
    * Set appropriate deadlines
    * Update status as work progresses
  </Accordion>
</AccordionGroup>

## Task Visibility & Access

Tasks appear in multiple locations depending on their type:

<CardGroup cols={2}>
  <Card title="Tasks Screen" icon="list">
    **Central task hub:**

    * View all tasks (general, Journey, service)
    * Filter by status, owner, date
    * Search for specific tasks
    * Quick status updates
    * Sort by due date or creation date

    **Access:** Navigate to Tasks in main menu

    **Shows:** All tasks across the organization
  </Card>

  <Card title="Dashboard View" icon="gauge">
    **Personal task overview:**

    * See only tasks assigned to you
    * Upcoming deadlines highlighted
    * Task status at a glance
    * Quick access to task details
    * Prioritize your workload

    **Access:** Your dashboard home screen

    **Shows:** Only your assigned tasks
  </Card>
</CardGroup>

<CardGroup cols={3}>
  <Card title="Journey View" icon="bullhorn">
    **Journey-specific tasks:**

    * View all tasks for that Journey
    * Track Journey follow-ups
    * Monitor Journey progress
    * See what's pending before confirmation

    **Access:** Open any Journey, view tasks section

    **Shows:** Only tasks created from within that Journey
  </Card>

  <Card title="Confirmed Journey View" icon="route">
    **Trip-specific tasks:**

    * View all tasks for that Journey
    * Both Journey-level and service-level tasks
    * Track trip preparation progress
    * See what's pending for the trip

    **Access:** Open any Journey, view tasks section

    **Shows:** Only tasks created from within that Journey (Journey tasks + service tasks for that trip)
  </Card>

  <Card title="Service View" icon="bell-concierge">
    **Service-specific tasks:**

    * View tasks for that particular service
    * Quick task creation from service
    * Monitor service-level actions
    * Status indicators on service card

    **Access:** Open service details, go to Notes & Tasks tab

    **Shows:** Only tasks created from within that specific service
  </Card>
</CardGroup>

## Task Status Tracking

<AccordionGroup>
  <Accordion title="Status Workflow" defaultOpen={true}>
    **Tasks move through three statuses:**

    | Status      | Description                   | When to Use                      |
    | ----------- | ----------------------------- | -------------------------------- |
    | To Do       | Default status for new tasks  | Task created but not started yet |
    | In Progress | Task being actively worked on | You've started working on it     |
    | Completed   | Task finished                 | Work is done, task accomplished  |

    **Status progression:**

    1. Task created → "To Do" (automatic)
    2. Start work → Change to "In Progress" (manual)
    3. Finish work → Change to "Completed" (manual)

    **Updating status:**

    * Click on task to open
    * Change status dropdown
    * Save changes
    * Status updates across all views (dashboard, tasks screen, Journey)
  </Accordion>

  <Accordion title="Visual Indicators" defaultOpen={false}>
    **How tasks are displayed:**

    * **Color-coded status** - Different colors for To Do, In Progress, Completed
    * **Task count badges** - Numbers showing how many tasks in each status
    * **Progress indicators** - Visual representation of completion
    * **Due date highlighting** - Overdue or upcoming deadlines emphasized

    **On dashboards and lists:**

    * Completed tasks may be grayed out or hidden
    * Overdue tasks highlighted in red or with warning icon
    * Today's tasks prominently displayed
  </Accordion>

  <Accordion title="Filtering by Status" defaultOpen={false}>
    **In the tasks screen:**

    * Filter to show only "To Do" tasks
    * View "In Progress" tasks
    * Show/hide "Completed" tasks
    * Combine with other filters (owner, date, Journey)

    **Common filters:**

    * "My incomplete tasks" (your To Do + In Progress)
    * "Overdue tasks" (past execution date, not completed)
    * "Today's tasks" (execution date is today)
    * "Completed this week" (track accomplishments)
  </Accordion>
</AccordionGroup>

## Task Integration with Journeys & Services

<AccordionGroup>
  <Accordion title="Journey Integration" defaultOpen={true}>
    **How tasks work with Journeys:**

    **Creating Journey tasks:**

    * Open the Journey
    * Click '+' near 'Journey Tasks' section
    * Set task details
    * Task is **automatically linked to that Journey** (this is the only way to link a task to a Journey)

    **Viewing Journey tasks:**

    * Open any Journey
    * See all tasks for that Journey in one place
    * Track follow-ups and pending actions

    **Task tracking:**

    * Monitor Journey progress
    * Quick access to Journey from task
    * See who's responsible for what on each Journey
    * Track completion of Journey-related work

    **Use cases:**

    * "Follow up on pricing with hotel"
    * "Send updated version to travel agent"
    * "Get approval from supplier for special rate"
    * "Confirm availability for requested dates"
    * "Send Journey to travel agent by Friday"
  </Accordion>

  <Accordion title="Confirmed Journey Integration" defaultOpen={false}>
    **How tasks work with confirmed Journeys:**

    **Creating Journey tasks:**

    * Open the Journey
    * Click '+' near 'Journey Tasks' section
    * Set task details
    * Task is **automatically linked to that Journey** (this is the only way to link a task to a Journey)

    **Viewing Journey tasks:**

    * Open any Journey
    * See all tasks for that trip in one place
    * Includes both Journey-level and service-level tasks

    **Task tracking:**

    * Monitor trip preparation progress
    * Quick access to Journey from task
    * See who's responsible for what on each trip
    * Track completion of trip-related work

    **Use cases:**

    * "Send pre-trip email 3 days before departure"
    * "Confirm final guest count with hotel"
    * "Upload all tickets and vouchers"
    * "Send post-trip survey"
  </Accordion>

  <Accordion title="Service Integration" defaultOpen={false}>
    **How tasks work with services:**

    **Creating service tasks:**

    <Steps>
      <Step>Select service in Journey or concierge</Step>
      <Step>Navigate to 'Notes & Tasks' tab</Step>
      <Step>Click 'Add Task'</Step>
      <Step>Complete task details</Step>
      <Step>Task is **automatically linked to that specific service** (this is the only way to link a task to a service)</Step>
    </Steps>

    **Viewing service tasks:**

    * Open service details
    * Go to Notes & Tasks tab
    * See all tasks for that service

    **Task indicators:**

    * Status indicators appear on service cards
    * Task count badges show how many tasks per service
    * Visual cues for pending vs. completed tasks

    **Use cases:**

    * "Confirm dietary restrictions with restaurant"
    * "Send special requests to hotel"
    * "Reconfirm pickup time with driver"
    * "Verify guide speaks English"

    **Benefits:**

    * Tasks stay with the service they relate to
    * Clear action items per service
    * Easy to see what's pending for each service
    * Helps with supplier coordination
  </Accordion>
</AccordionGroup>

## Filtering & Searching Tasks

<AccordionGroup>
  <Accordion title="Filter Options" defaultOpen={true}>
    **In the tasks screen, filter by:**

    **Date:**

    * Day (specific day)
    * This week
    * Custom date range

    **Owner:**

    * Your tasks only
    * Specific team member
    * All team tasks

    **Additional filters:**

    * Filter by status (To Do, In Progress, Completed)
    * Filter by Journey or service tasks

    **Combine filters:**

    * "My tasks this week"
    * "Team's tasks for today"
    * "Specific owner's tasks for this week"
  </Accordion>

  <Accordion title="Sorting Options" defaultOpen={false}>
    **Sort tasks by:**

    * **Due date** (earliest first or latest first)
    * **Creation date** (newest or oldest)
    * **Status** (group by To Do, In Progress, Completed)
    * **Owner** (alphabetically by assignee)

    **Default sort:** Usually by due date (soonest first) to prioritize urgent tasks
  </Accordion>

  <Accordion title="Searching Tasks" defaultOpen={false}>
    **Search functionality:**

    * Search by task title
    * Search by notes content
    * Find tasks by Journey name
    * Search by assignee name

    **Use search to:**

    * Find specific task you created
    * Locate tasks about a particular topic
    * Find all tasks for a traveller
    * Search by service or supplier name
  </Accordion>
</AccordionGroup>

## Best Practices

<AccordionGroup>
  <Accordion title="Creating Effective Tasks" defaultOpen={true}>
    **Task title best practices:**

    * Use clear, actionable language
    * Start with a verb ("Confirm...", "Send...", "Update...")
    * Be specific about what needs to be done
    * Keep it concise but descriptive

    **Good examples:**

    * ✅ "Confirm final guest count with Serengeti Lodge"
    * ✅ "Send welcome email to Smith family 3 days before arrival"
    * ✅ "Upload flight tickets to Journey"

    **Poor examples:**

    * ❌ "Hotel" (not actionable)
    * ❌ "Check" (too vague)
    * ❌ "Smith" (what about Smith?)

    **Task notes best practices:**

    * Include relevant details or context
    * Add instructions if delegating
    * Include contact information if needed
    * Note dependencies or requirements
  </Accordion>

  <Accordion title="Creating Tasks in the Right Place" defaultOpen={false}>
    **Choose where to create based on what it's about:**

    **Create from tasks screen when:**

    * General business task not related to a Journey
    * Personal reminder
    * Administrative work
    * Team coordination not tied to a specific Journey

    **Create from Journey when:**

    * Task is about preparing or following up on a Journey
    * Related to pricing, availability, or agent communication
    * Pre-confirmation actions
    * Journey-specific follow-ups

    **Create from confirmed Journey when:**

    * Task is about preparing for or following up on a trip
    * Related to the Journey as a whole
    * Multiple services involved
    * Pre/post-trip actions

    **Create from service when:**

    * Task is about one specific service
    * Supplier coordination for that service
    * Service-specific confirmation or detail
    * Only relates to that one service

    **Why location matters:** Tasks are only linked to Journeys/services when created from within them. Creating in the right place ensures tasks appear where your team expects to find them.
  </Accordion>

  <Accordion title="Setting Realistic Deadlines" defaultOpen={false}>
    **Execution date guidelines:**

    * Set date when task truly needs completion
    * Account for dependencies (other tasks that must finish first)
    * Consider team workload
    * Add buffer for unexpected delays
    * Don't make everything "urgent"

    **Examples:**

    * Pre-trip tasks: 3-7 days before travel
    * Confirmations: 24-48 hours before service
    * Follow-ups: 2-3 days after trip
    * Administrative: Based on actual business need
  </Accordion>

  <Accordion title="Task Assignment Strategy" defaultOpen={false}>
    **Who should own the task:**

    * Person with relevant expertise
    * Team member handling that Journey/service
    * Person with supplier relationship
    * Appropriate role (operations vs. sales)

    **When assigning:**

    * Add clear notes explaining what's needed
    * Ensure assignee has necessary access/information
    * Set realistic deadline
    * Check in on progress for important tasks
  </Accordion>

  <Accordion title="Managing Your Task List" defaultOpen={false}>
    **Daily task management:**

    * Check dashboard each morning for tasks due today
    * Update status as you work (To Do → In Progress → Completed)
    * Mark tasks completed promptly
    * Review upcoming tasks to plan your day

    **Weekly task review:**

    * Check for overdue tasks and address them
    * Review upcoming week's tasks
    * Adjust deadlines if needed
    * Ensure no tasks are falling through cracks

    **Team coordination:**

    * Regular status updates on shared tasks
    * Clear communication about delays
    * Reassign if circumstances change
    * Celebrate completed milestones
  </Accordion>

  <Accordion title="Using Tasks for Quality Control" defaultOpen={false}>
    **Create tasks for quality checkpoints:**

    * "Review Journey before sending"
    * "Double-check all service confirmations"
    * "Verify traveller dietary requirements"
    * "Confirm all vouchers uploaded"

    **Benefits:**

    * Catch errors before they become problems
    * Ensure consistent service quality
    * Don't forget critical steps
    * Build reliable processes
  </Accordion>
</AccordionGroup>

<Tip>
  **Make tasks actionable and specific:** Instead of vague tasks like "Hotel" or "Check supplier," write clear action items like "Confirm dietary restrictions with Serengeti Lodge by June 15" or "Send final guest count to hotel 48 hours before arrival." This helps team members understand exactly what needs to be done.
</Tip>

## Common Questions

<AccordionGroup>
  <Accordion title="Can I link an existing task to a Journey?" defaultOpen={false}>
    **No.** Tasks can only be linked to Journeys or services when they're created from within them.

    **If you created a task from the tasks screen:**

    * It's a general task
    * It cannot be linked to a Journey later
    * You'd need to delete it and recreate it from within the Journey

    **Best practice:** Always create tasks from within Journeys or services if you want them linked to specific contexts.
  </Accordion>

  <Accordion title="What's the difference between Journey and service tasks?" defaultOpen={false}>
    **Journey tasks:**

    * Related to Journey preparation, follow-up, trip preparation, or operations
    * Created from the Journey
    * Examples: "Follow up on pricing with hotel", "Send updated version to travel agent", "Get approval from supplier"

    **Service tasks:**

    * Specific to one particular service
    * Created from within that service's details
    * Linked to both the service and its Journey
    * Examples: "Confirm dietary restrictions with restaurant", "Reconfirm pickup time with driver"

    **When to use which:**

    * Use Journey tasks for anything about the trip as a whole
    * Use service tasks when the action is about a specific service
  </Accordion>

  <Accordion title="What happens to Journey tasks when a Journey is confirmed?" defaultOpen={false}>
    Journey tasks stay on the same Journey. Confirmation changes the business stage, but it does not move tasks to a different record. Mark sales tasks complete when they are done, and add new operational tasks as needed.
  </Accordion>

  <Accordion title="Can I see all tasks assigned to a specific team member?" defaultOpen={false}>
    **Yes!** In the tasks screen:

    1. Use the owner filter
    2. Select the team member
    3. View all their assigned tasks

    **Use for:**

    * Checking team member workload
    * Following up on delegated tasks
    * Team coordination and planning
    * Performance tracking
  </Accordion>

  <Accordion title="What happens to tasks when a Journey is completed?" defaultOpen={false}>
    **Tasks remain in the system:**

    * Completed tasks stay linked to the Journey
    * Historical record of what was done
    * Access from tasks screen or completed Journey
    * Can filter to hide completed tasks if desired

    **Best practice:** Mark all trip tasks as completed when the trip finishes for accurate records.
  </Accordion>

  <Accordion title="Can I delete tasks?" defaultOpen={false}>
    **Yes, tasks can be deleted:**

    * Open the task
    * Look for delete option
    * Confirm deletion

    **When to delete vs. complete:**

    * **Complete:** Task was done (keeps history)
    * **Delete:** Task is no longer relevant or was created by mistake

    **Best practice:** Mark tasks completed rather than deleting to maintain work history and accountability.
  </Accordion>

  <Accordion title="Do task assignees get notified?" defaultOpen={false}>
    **Notification behavior depends on your settings:**

    * Check Settings > Notifications for task notification preferences
    * May include: task assignments, due date reminders, status changes
    * Notifications may be email, in-app, or both

    **Best practice:** Even if notifications are enabled, communicate important task assignments directly with team members to ensure they see them.
  </Accordion>

  <Accordion title="Can I create recurring tasks?" defaultOpen={false}>
    **Currently:** Recurring tasks are not available. Each task must be created individually.

    **Workaround:**

    * Create template tasks and duplicate them
    * Set up tasks in advance for regular activities
    * Use task notes as templates for consistent task creation

    **Future enhancement:** Recurring tasks may be added in future updates.
  </Accordion>
</AccordionGroup>

## Related Documentation

* [Journeys](/features/proposals) - Managing Journeys where tasks are created and linked
* [Confirmed Journeys](/features/itineraries) - Managing confirmed trips where tasks are created and linked
* [Services](/features/services) - Creating service-specific tasks from service details
* [Concierge](/features/concierge) - Viewing and managing tasks in daily operations
* [Dashboard](/features/dashboard) - Your personal task overview