How do tasks work in Trip Pipeline?

Quick Links
- Board level tasks
- Task filtering
- Managing tasks
- Need Help?

Tasks help consultants manage the operational work needed to move trips through the booking lifecycle.

Tasks can be created manually or automatically through automations, so important actions are not missed. Tasks are available at both board level and trip level.

Board level tasks

The Tasks panel gives you a consolidated view of tasks across all trips in your pipeline. You can manage your workload from a single location without opening each trip individually.

Open the Tasks panel

1. Select View tasks in the top right of Trip Pipeline.

The Board Tasks panel opens beside the board.

Task filtering

Tasks can be filtered by priority to help you focus on the most important work. These filters help you prioritise your workload and spot tasks that need immediate attention.

Filter	Shows
Urgent	Tasks that are due today or overdue
7 Days	Tasks due within 7 days
30 Days	Tasks due within 30 days
No due date	Tasks that don't have a due date

Note: Tasks added by an automation don't get a due date automatically.

Managing tasks

From the Board Tasks panel, you can:

View tasks across all trips
Review task details
Mark tasks as done
Monitor upcoming and overdue work
Open the associated trip

Completing a task automatically updates it throughout Trip Pipeline.

Need Help?

Contact Wetu Support at support@wetu.com.
Chat to us Live from your dashboard.