How do I add or manage notes and tasks for a contact?

Quick Links
- Getting started
- Adding notes
- Editing notes
- Deleting notes
- Adding tasks
- Managing tasks
- Need help?

Getting started

Step 1

Open the Contact Manager and select the traveller contact you want to work with.

Step 2

The contact's profile will open, showing their details, notes, and tasks panel on the right.

Adding notes

Step 3

In the right-hand panel, click + Add note.

Step 4

Enter a title in the Title Text field (required), then add your details. Select the green Add button to save the note.

Step 5

Notes are automatically time-stamped with the date they were added.

Note: Each description field allows up to 500 characters. Create additional notes if you need to capture more detail.

Editing notes

Step 6

Click on the three dots in the top-right corner of the note and choose Edit. Make your updates and save.

Deleting notes

Step 7

Click the three dots on the note and choose Delete. Confirm in the pop-up to permanently remove the note.

Adding tasks

Step 8

In the right-hand panel, click + Add task.

Step 9

Enter a title in the Task Title field (required) and optionally add a description.

Step 10

Set a Due date using the Select field.

Step 11

Select Add to save the task.

Managing tasks

Step 12

Saved tasks appear in the To do column. Use the three-dot menu on a task to:

Edit - update the task details.
Delete - remove the task entirely.

Step 13

Any task past its due date will be highlighted in red in the To do column.

Step 14

To mark a task as complete, tick the checkbox next to it. It will move to the Done column

Need help?

- Support: support@wetu.com
- Live chat: Available in your dashboard