Launching Our Task Manager
It’s here. A lot of "task" and time management later, we are so excited to be launching our Task Manager.
You can now allocate a Task Set, or one-off tasks, to specific bookings and assign it to someone, be it yourself or someone on your team.
Safari Portal's Task Manager in all its glory!
Wondering what a Task Set is?
Well, it's the many steps that you take repeatedly to deliver your services.
For example, this may include following up on a lookbook or itinerary you've shared with a potential client, or sending off an invoice, chasing funds when they’re not received, or liaising with your suppliers to organize the services your client has confirmed. All of these things you do again and again every time you take a booking. We call this combination of steps a "Task Set." Our Task Manager enables you to automatically assign these steps to every trip you plan with one click (ok, maybe two!).
So, why is task management important? And why should you use a task management tool like our Task Manager?
Task management and time management are intrinsically linked. Organizing your tasks and utilizing tools to prioritize the right things is a step towards relieving stress and improving productivity. The rewards are tenfold:
Improved conversion rate by not missing a follow-up or check-in.
Better service with timely communications that help your guests have an amazing experience, such as packing lists at the right moment, pre-departure, calls, etc.
A better product with all services booked and no sneaky transfers slipping through the net.
Better relationships with your suppliers by making sure you’ve invoiced your clients so that you can pay everyone on time.
What your workflow looks like now vs. what it looks like once you start using Task Manager. Everything you need to do, even sending emails, all in one place.
All of this will nurture the organic growth of your business through happy clients and happy partners.
And the biggest reward of all? The improvements to how you operate will give you something we all want - more time.
You’re welcome 😉
Want to try out the Task Manager for yourself?