Never lose track of a follow-up again — every task is tied to the record it belongs to.
Track internal tasks across sales, operations, and support with statuses, priorities, assignments, and due dates — all linked to the relevant booking or customer.
Task management
Task management in destinationlab is not a standalone to-do list. Every task connects to a booking, inquiry, customer, invoice, or itinerary record. When an automation creates a task, when a support ticket needs follow-up, or when a team member flags something for review — the task appears in the right context with the right assignment and deadline.
Record-linked tasks
Tasks connect to orders, inquiries, customers, invoices, and itineraries for full context.
Kanban workflow
Backlog, to-do, in progress, review, and done — visual boards keep the team aligned.
Automation-created
Workflow automations and support rules create tasks automatically with the right assignee and deadline.
Your team tracks follow-ups in their heads, sticky notes, and personal to-do apps.
When tasks are not tied to the business records they relate to, accountability breaks down. A salesperson remembers to follow up on a quote — or they don't. An operations coordinator creates a personal reminder to confirm a supplier — or they forget. The team has no shared view of who owes what by when.
Follow-up tasks after sending a quote are tracked in personal notebooks or not tracked at all. Hot leads go cold because nobody followed up.
Operations tasks are communicated verbally or via chat messages that get buried. There is no record of what was assigned to whom.
When a team member is absent, their pending tasks are invisible to everyone else. Critical deadlines are missed until someone notices.
Automations cannot create tasks because there is no task system connected to the booking data.
Managers have no view of team workload — they cannot see who is overloaded and who has capacity.
Tasks that live inside the records they belong to — created automatically or manually, always visible.
Every task in destinationlab links to a specific record — an order, inquiry, customer, or invoice. Tasks carry a status, priority, assignee, due date, and tags. They can be created manually by team members, or automatically by workflow rules, support automations, and blueprint transitions. A kanban board gives the team a visual overview of everything in flight.
Everything you need from task management
Kanban boards
Visualize tasks across five stages with drag-and-drop movement. Filter by assignee, priority, module, or due date to focus on what matters right now.
Automated task creation
Configure workflow rules to create tasks when events occur — booking confirmed, payment overdue, departure approaching, support ticket escalated. Tasks arrive pre-assigned with deadlines.
Record context
Click any task to see the full record it is linked to — the order details, customer history, payment status, or itinerary. No context switching needed.
Priority and SLA tracking
Set task priorities and due dates. Filter views to show urgent items first. Track overdue tasks and receive notifications before deadlines.
Team workload visibility
See how tasks are distributed across your team. Identify bottlenecks, rebalance assignments, and ensure no one is overloaded while others have capacity.
Comments and collaboration
Add inline comments to tasks for discussion. Tag team members, attach files, and maintain a complete activity log of every update.
Get started with task management
Create tasks manually or let automations do it
Add tasks from any record page or let workflow rules create them automatically. Either way, tasks link to the relevant booking, customer, or invoice.
Assign and prioritize
Set the assignee, priority, due date, and tags. Tasks appear in the assignee's personal view and the team kanban board.
Track progress visually
Move tasks across kanban columns as work progresses. Filter by assignee, priority, or module to focus on what matters.
Review and close
When work is complete, move to done. The task history remains attached to the record for future reference and audit.
Built for teams that need task management
Quote follow-up pipeline
When a quote is sent, a task is automatically created for the salesperson: 'Follow up in 3 days.' If the quote is not converted within a week, a second task escalates to the sales manager.
Pre-departure checklist
14 days before departure, workflow rules create a checklist of tasks: confirm suppliers, send pre-departure email, prepare roadbook, issue vouchers. Each task is assigned to the responsible team member.
Support escalation tasks
When a support ticket is escalated, a task is created for the team lead with the ticket linked. They can see the full conversation and booking context without leaving the task view.
“Before destinationlab, follow-ups lived in people's heads. Now every booking automatically generates the right tasks for the right people. We went from regularly missing deadlines to near-perfect follow-through.”
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