Adding and Editing Timeline Tasks (VIDEO)
How to Add & Edit Timeline Tasks in Vacation Creations CRM
In this tutorial, you’ll learn how to create, edit, and manage timeline tasks inside the Vacation Creations CRM. Timeline tasks help keep agents organized by automatically triggering reminders based on key dates like booking creation, check-in, or check-out. This video walks you through:
- Where to find Timeline Tasks under Administration
- Creating new timeline tasks for individual products or multiple products at once
- Using Universal (global) tasks versus product- and destination-specific tasks
- Setting task priorities (High, Medium, or Low)
- Choosing when tasks trigger based on check-in dates or booking creation dates
- Editing existing tasks to clarify their purpose
- Creating tasks that apply across multiple destinations (such as Disney and Universal)
- Organizing reminders for important follow-ups like final payments, thank-you messages, and celebration check-ins
You’ll also see real examples of:
- A high-priority final payment reminder set to trigger before check-in
- Editing duplicate or unclear tasks for better visibility
- Creating low-priority check-in tasks that help agents personalize client experiences
By the end of this video, you’ll understand how flexible timeline tasks are and how they can be customized to match your agency’s workflow, products, and destinations. This video is part of our Vacation Creations CRM training series, created to help travel agencies stay organized, proactive, and client-focused. 👉 Be sure to like, subscribe, and explore our other Vacation Creations training videos for more tips and system walkthroughs.