Getting Started Guide - Getting Started Guide: Tasks & Automations

See how your workflows come together in a way that keeps everything moving and nothing slipping through the cracks. In this video, you’ll learn how to create and manage automations like itinerary invites and authorization forms, so your client experience stays polished from start to finish. Plus with tasks, you’ll always be on top of it. We’ll also show you how to bring tasks and automations into one streamlined flow using the Library and Marketplace, so your systems support the way you already work. Ready to save time with your workflows? Start your 10 day free trial at: https://travefy.com?utm_campaign=1707... 00:00 Overview and Goals 00:15 Creating Contact Tasks 01:18 Tasks in Trips and Clipboard 01:59 Contact Automations Setup 02:53 Trip Automations and Timing 03:43 Building Task Lists 04:05 Marketplace Workflows 04:37 Applying Task Lists to Trips 05:12 Wrap Up and Next Steps Disclaimer: For privacy purposes, NO PERSONALLY IDENTIFIABLE INFORMATION WAS USED OR SHARED IN THIS VIDEO. All client information that is shared in this video is sample information and is displayed for demonstration purposes only. No user information in this video is real nor related to a real person.