Tasks: your to-do list and your team's

Give yourself and colleagues tasks, with due times, priorities and labels.

3 min read

A task is something someone has to do, by a time if you give one. It can be about a customer or a traveller, or stand on its own.

Add a task

1. Open Tasks and press New task. To add a task about a customer or traveller, open them and use their Tasks tab instead.
2. Write what needs doing, and choose when it is due, who it is for, the priority (Low, Normal, High or Urgent) and a label if you like (for example Visa).
3. Press Add task. A task is given to you unless you choose someone else in your team.

Your list

My tasks shows the open tasks given to you; All tasks shows everyone's. Overdue tasks come first, then the rest by due time, then tasks with no due time. Filter by priority, or type a label exactly as it was written. The dashboard counts urgent and overdue tasks, and the morning email reminds you the day before a task is due and when it becomes overdue.

Done

Tick the box beside a task to mark it done; SunTrip notes who and when. Tick Show done to see finished tasks, and untick one to reopen it.