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What Are Tasks?

Tasks in Odia are actionable to-do items that help you manage work and make sure nothing falls through the cracks during planning and operations.
A task can be general (not linked to anything) or linked to a specific Journey or service. Where you create the task decides what it’s linked to.
Common uses:
  • Journey follow-ups (“Follow up on pricing with supplier”)
  • Pre-trip preparations (“Confirm final guest count with hotel”)
  • Service coordination (“Reconfirm pickup time with driver”)
  • Team reminders (“Update pricing for summer season”)

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Task Types

General Tasks

Not tied to anything specificCreated from: the Tasks screenExamples: personal reminders, admin work, business to-dos

Journey Tasks

Tied to a specific JourneyCreated from: inside a JourneyExamples: “Follow up on pricing”, “Send updated version to agent”, “Upload insurance documents”

Service Tasks

Tied to a specific serviceCreated from: a service’s Tasks & Activity tabExamples: “Confirm dietary restrictions”, “Reconfirm pickup time with driver”
A task is only linked to a Journey or service when it’s created from inside that Journey or service. Create a task from the Tasks screen and it stays general, linked to nothing.

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Creating Tasks

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From the Tasks screen (general tasks)

1

Open Tasks

Click Tasks in the main menu.
2

Create Task

Click the Create Task button in the top right.
3

Fill in the details

  • Title (required) — a clear, actionable name
  • Notes (optional) — extra context
  • Execution Date (required) — when it should be done
  • Owner (defaults to you) — who’s responsible
4

Save

The task appears in your tasks list and on your My Odia home — linked to nothing.

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From a Journey

1

Open the Journey

Go to the Journey you want to add a task to.
2

Open the Tasks tab

Go to the Journey’s Tasks tab and click Create Task (or the +).
3

Fill in the details and save

The task is automatically linked to this Journey and appears in the Journey, the Tasks screen, and on My Odia.

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From a service (service tasks)

1

Open the service

In a Journey or the Concierge screen, click a service to open it.
2

Go to Tasks & Activity

Open the Tasks & Activity tab in the service panel and click Create Task.
3

Fill in the details and save

The task is linked to this service and its Journey.

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Viewing Tasks

Tasks show up in several places:

Tasks Screen

Central hub — every task (general, Journey, and service). Filter by status, owner, and date, search, and update status quickly.

My Odia

Your home dashboard — only the tasks assigned to you, with upcoming deadlines highlighted so you can prioritise.

Inside a Journey

The tasks created within that Journey, including its service-level tasks — handy for tracking trip prep.

Inside a service

The tasks created on that service, with a status indicator on the service card.

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Task Status

Tasks move through these statuses:
StatusWhat it means
To DoDefault for a new task — not started yet
BlockedCan’t proceed yet (waiting on info, a decision, or someone else)
DoneFinished
ArchiveFiled away and hidden from your active list
To change status: open the task, pick a new status, and save. The change appears everywhere the task shows up — the Tasks screen, My Odia, and the Journey.

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Task Assignment

  • Default owner: whoever creates the task
  • Reassign anytime: set the Owner field to any team member, during creation or after
When you assign a task to someone, it appears on their My Odia home and in their tasks list.
Add clear notes when assigning a task to someone else, so they know exactly what’s needed.

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Filtering Tasks

On the Tasks screen you can filter by:
  • Status — To Do, Blocked, Done, Archive
  • Owner — your tasks, a specific team member, or everyone
  • Date — due today, this week, overdue, or a custom range

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Best Practices

Write Clear Task Titles

Good:
  • ✅ “Follow up on pricing with Serengeti Lodge”
  • ✅ “Send updated Journey version to travel agent”
  • ✅ “Confirm final guest count with hotel”
Poor:
  • ❌ “Hotel” (not actionable)
  • ❌ “Check” (too vague)
Start with a verb (“Confirm…”, “Send…”, “Update…”), be specific, and keep it concise.
  • Tasks screen — general business or personal to-dos not tied to a trip
  • Inside a Journey — anything about preparing, following up on, or operating that trip
  • On a service — supplier coordination or a confirmation for one specific service
Why it matters: a task is only linked when created from within a Journey or service, so it shows up where your team expects to find it.
  • Confirmations: 24–48 hours before the service
  • Pre-trip tasks: 3–7 days before travel
  • Follow-ups: 2–3 days after the trip
Account for dependencies and leave a buffer for delays.

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What’s Next?

The last piece is Invoices — turning a Journey into a billing document.

Invoices

Create and manage invoices for your Journeys.

Learn More About Tasks

The complete Tasks documentation, with more detail on management, filtering, and advanced features.