> ## 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

> Tasks help you track what needs to be done, who's responsible, and when it's due. Create to-do items for Journeys, services, or general work.

## 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.

<Note>
  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.**
</Note>

**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")

## Task Types

<CardGroup cols={3}>
  <Card title="General Tasks" icon="list-check">
    **Not tied to anything specific**

    Created from: the **Tasks** screen

    Examples: personal reminders, admin work, business to-dos
  </Card>

  <Card title="Journey Tasks" icon="route">
    **Tied to a specific Journey**

    Created from: inside a Journey

    Examples: "Follow up on pricing", "Send updated version to agent", "Upload insurance documents"
  </Card>

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

    Created from: a service's **Tasks & Activity** tab

    Examples: "Confirm dietary restrictions", "Reconfirm pickup time with driver"
  </Card>
</CardGroup>

<Warning>
  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.
</Warning>

## Creating Tasks

### From the Tasks screen (general tasks)

<Steps>
  <Step title="Open Tasks">
    Click **Tasks** in the main menu.
  </Step>

  <Step title="Create Task">
    Click the **Create Task** button in the top right.
  </Step>

  <Step title="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
  </Step>

  <Step title="Save">
    The task appears in your tasks list and on your **My Odia** home — linked to nothing.
  </Step>
</Steps>

### From a Journey

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

  <Step title="Open the Tasks tab">
    Go to the Journey's **Tasks** tab and click **Create Task** (or the **+**).
  </Step>

  <Step title="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.
  </Step>
</Steps>

### From a service (service tasks)

<Steps>
  <Step title="Open the service">
    In a Journey or the Concierge screen, click a service to open it.
  </Step>

  <Step title="Go to Tasks & Activity">
    Open the **Tasks & Activity** tab in the service panel and click **Create Task**.
  </Step>

  <Step title="Fill in the details and save">
    The task is linked to this service and its Journey.
  </Step>
</Steps>

## Viewing Tasks

Tasks show up in several places:

<CardGroup cols={2}>
  <Card title="Tasks Screen" icon="list">
    **Central hub** — every task (general, Journey, and service). Filter by status, owner, and date, search, and update status quickly.
  </Card>

  <Card title="My Odia" icon="gauge">
    **Your home dashboard** — only the tasks assigned to you, with upcoming deadlines highlighted so you can prioritise.
  </Card>

  <Card title="Inside a Journey" icon="route">
    The tasks created within that Journey, including its service-level tasks — handy for tracking trip prep.
  </Card>

  <Card title="Inside a service" icon="bell-concierge">
    The tasks created on that service, with a status indicator on the service card.
  </Card>
</CardGroup>

## Task Status

Tasks move through these statuses:

| Status      | What it means                                                    |
| ----------- | ---------------------------------------------------------------- |
| **To Do**   | Default for a new task — not started yet                         |
| **Blocked** | Can't proceed yet (waiting on info, a decision, or someone else) |
| **Done**    | Finished                                                         |
| **Archive** | Filed 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.

## 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.

<Tip>
  Add clear notes when assigning a task to someone else, so they know exactly what's needed.
</Tip>

## 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

## Best Practices

<AccordionGroup>
  <Accordion title="Write Clear Task Titles" defaultOpen={true}>
    **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.
  </Accordion>

  <Accordion title="Create Tasks in the Right Place" defaultOpen={false}>
    * **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.
  </Accordion>

  <Accordion title="Set Realistic Deadlines" defaultOpen={false}>
    * 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.
  </Accordion>
</AccordionGroup>

## What's Next?

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

<Card title="Invoices" icon="file-invoice-dollar" href="/onboarding/invoices">
  Create and manage invoices for your Journeys.
</Card>

<Card title="Learn More About Tasks" icon="book" href="/features/tasks">
  The complete Tasks documentation, with more detail on management, filtering, and advanced features.
</Card>