Entering a task from the trip edit page
- Yonatan Sklar |
- 15 steps |
- 2 minutes
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Navigate to [https://crm.yaalago.com/dashboard](https://crm.yaalago.com/dashboard)
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Click "Trips"
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Select the trip you want to add a task for.
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Click "Add Task"
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If you want to choose a specific flight select the flight from the drop-down.
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Select the agent responsible for the task.
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Click "-- Select an option --" to select the task type.
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Click "-- Select an option --" to select the deadline of the task.
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Choose from the drop down menu.
Selecting "other" will allow you to set a customized time.
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Set the time the task will be due.
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Click "Apply" to save.
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Click the "Description of Task..." field to enter task details.
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Set the tag if you would like it to be associated with one.
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Click "Submit" to save the task.
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