"To-do" task status

Odyssey has you covered, by helping you keep track of your "To-Do" tasks!

Up to 6 depot "To-Do" tasks AND up to 6 Customer Service "To-Do" tasks, can be defined for each trail/activity/country (Level 1 of the Data Pyramid). Learn how, here, or by reading below:

These tasks will show on the Depot Dashboard, and Departure Dashboard, indicating which have been completed, and which haven't.

Different colours can be assigned to each task to assist with your visual management.

A list of To Do Tasks can be viewed on the Departure dashboard (and the Depot Dashboard if required)

Set up the tasks

1. From the Main Menu | Admin | Company Settings | Trail (L1) (or Activity, Country, Category, etc)

Go to Admin | Settings | Company Settings-2 \ Trail (or Country, Category, etc) to set up "To Do's"

2. Select a trail (or Activity, Country, Category, etc)

Click on a Trail to open up it's settings

3. Go to the To-Do tab for this trail, create names for the tasks which need to be monitored, and select a colour from the drop down list for each task. Customer Service and Depot staff can each have up to six tasks. Customer Service tasks could encompass reservations, finance or management tasks such as whether the departure has been entered into the company measures. If you don't use all six labels, we recommend you colour any unused labels grey, so that it's obvious they aren't in use, to avoid confusion with tasks that haven't been ticked off. Perhaps you could even add a label of "blank" or "unused" so that the hover text indicates that.

Define a task name, and select it's colour from the drop down list

Repeat this process for every Trail (or Activity, Country, Category, etc), individually, if required, OR Click the appropriate (Customer Service, or Depot) Apply to All button if these same tasks and colours will apply to every Trail (or Activity, Country, Category, etc)

Using the To-Do/Task Function

Depot

These To Do tasks then show up in the Top Right corner of the Depot view of a Departure/Walk-in

and a full list of To Do Tasks can then be viewed on the monthly dashboard by selecting Show To Do Tasks from the Display selections menu

Select Show To Do Tasks from the Depot's Display selections menu

A full list of To Do Tasks can then be viewed on the Departure dashboard

Each task has been defined in a different colour to aid the visual management of task status. If you have listed less than six To-Do items, the coloured dots will not display on those empty items (as they are set to be white if not used)

They have a 'hover' ability to explain the 'task'...

Tasks cannot have column headings above them, as these labels can be different per Trail, so there is no common label able to be displayed
On this view there is also a "Created by" column, to indicate which of your users created each departure.

To mark a Depot To Do task as having been completed

Open up the Departure, (you will probably have been in there anyway!)
From the Client tab, simply tick the tickbox for the task that has been completed
The dashboard will then automatically be updated

Open up the Departure and click the tickbox to mark a task as completed

Customer Service

To mark a Customer Service To-Do/Task as having been completed

Go to the Departure's Details | Details tab to view the tasks to be completed
Tick off each task as it is completed

From the Departure | Details | Details tab, click the tickbox to mark a task as completed

To view the To-Do/Tasks on the Departure Dashboard

From the Departure Dashboard | Display Selections menu, select Show To-Do/Tasks

Select Show To Do Tasks from the Departure Dashboard | Display selections menu

Each task has been defined in a different colour to aid the visual management of task status. If you have listed less than six To-Do items, the coloured ticks will not display on those empty items (as they are set to be white if not used)

They have a 'hover' ability to explain the 'task'...

Tasks cannot have column headings above them, as these labels can be different per Trail, so there is no common label able to be displayed

AND!

If you change a Company Setting here, you can allow the Res Team to "share" and "edit" the Depot tasks:

This means that the Reservation level user can:

Go to the Tour level | Details | Depot tab to tock off Depot level tasks, like this

or click on the "Depot View" button from the Departure/Tour Dashboard, and tick off Depot level tasks, like this:

and then view both Reservations teams and Depot teams to do lists at the Departure/Tour Dashboard, like this:

Departure/Tour Dashboard, showing To Do tasks