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Timeline Tasks Examples
Timeline Task Ideas
With Vacation Creations Timeline Tasks staying on top of every booking detail – from deposit reminders to thank-you notes – has never been easier!
You can (re)watch our instructional videos here: Overall Task Dashboard in Vacation Creations CRM or Add/Edit Timeline Tasks
We’ve put together a sample list of Disney timeline tasks shared by one of our super-user agents. This isn’t a complete list, and it might not be the exact setup that makes the most sense for you and your travel business, but it’s a great starting point to see how flexible and powerful Timeline Tasks can be!
| Adventures by Disney | ||||
| Adventures by Disney | Client Agreement Signed (or completed within last 2 yrs) | Medium | 7 days after | Create Date |
| Adventures by Disney | Deposit Due | High | 3 days after | Create Date |
| Adventures by Disney | Final Payment | High | 125 days before | Check In Date |
| Adventures by Disney | Mail Out Guest Packet | Medium | 45 days before | Check In Date |
| Adventures by Disney | Received Adventure Travel Agreement | Medium | 14 days after | Create Date |
| Adventures by Disney | Send Thank You Note | Low | 1 day before | Check In Date |
| Aulani | ||||
| Aulani | Book Luau | Medium | 180 days before | Check In Date |
| Aulani | Client Agreement Signed (or completed within last 2 yrs) | Medium | 7 days after | Create Date |
| Aulani | Deposit Paid | High | 3 days after | Create Date |
| Aulani | Dining Reservations, Pau Hana Activities, Aunty’s (Opens 45 days out from EACH reservation) | Medium | 45 days before | Check In Date |
| Aulani | Download Aulani App | Medium | 14 days before | Check In Date |
| Aulani | Early Check-In Online | Medium | 7 days before | Check In Date |
| Aulani | Final Payment (for package) | High | 30 days before | Check In Date |
| Aulani | Ko Olina Airport Lounge Reservation | Low | 90 days before | Check In Date |
| Aulani | Mail Packet or Email Travefy | Medium | 30 days before | Check In Date |
| Aulani | Reservations Open for Cabanas, Spa | Medium | 90 days before | Check In Date |
| Aulani | Send Final Payment Reminder (manual email) if Package Booking | High | 14 days before |
Final Payment Due Date
|
| Aulani | Send Thank You Note | Low | 1 day before | Check In Date |
| Aulani | Transportation Arranged (Send Manual Email if Needed) | Medium | 60 days before | Check In Date |
| Disney Cruise Line | ||||
| Disney Cruise Line | Accept or Decline Insurance (Send Waiver) | Low | 14 days before | Final Payment Date |
| Disney Cruise Line | Client Agreement Signed (or completed within last 2 yrs) | Medium | 7 days after | Create Date |
| Disney Cruise Line | Concierge Port Adventures/Onboard Activities (via email at midnight) | Medium | 130 days before | Check In Date |
| Disney Cruise Line | Deposit Due | High | 3 days after | Create Date |
| Disney Cruise Line | Final Payment for Cruise | High | 121 days before | Check In Date |
| Disney Cruise Line | Gold (5–9) Castaway Club Port Adventures/Onboard Activities | Medium | 105 days before | Check In Date |
| Disney Cruise Line | Mail Packet or Email Travefy | Medium | 30 days before | Check In Date |
| Disney Cruise Line | Online Check In | High | 30 days before | Check In Date |
| Disney Cruise Line | Pause Any Unnecessary Auto Emails | Medium | 1 day after | Create Date |
| Disney Cruise Line | Pearl (25+) Castaway Club Port Adventures/Onboard Activities | Medium | 123 days before | Check In Date |
| Disney Cruise Line | Platinum (10+) Castaway Club Port Adventures/Onboard Activities | Medium | 120 days before | Check In Date |
| Disney Cruise Line | Port Adventures/Onboard Activities (First-Time Cruisers) | Medium | 75 days before | Check In Date |
| Disney Cruise Line | Send Manual Email ~1 Week Before Excursions/Activities Can Be Booked – Adjust timeline task date as needed | Medium | 130 days before | Check In Date |
| Disney Cruise Line | Send Thank You Note | Low | 1 day after | Check Out Date |
| Disney Cruise Line | Silver (1–4) Castaway Club Port Adventures/Onboard Activities | Medium | 90 days before | Check In Date |
| Disney Cruise Line | Stateroom Gift | Medium | 15 days before | Check In Date |
| Disney Cruise Line | Transportation Lined Up | Medium | 30 days before | Check In Date |
| Disney World | ||||
| Disney World | Accept or Decline Insurance | Medium | 14 days before | Final Payment Date |
| Disney World | Build Itinerary/Travefy | Medium | 25 days before | Check In Date |
| Disney World | Client Agreement Signed (or completed within last 2 yrs) | Medium | 7 days after | Create Date |
| Disney World | Deposit Due | High | 3 days after | Create Date |
| Disney World | Dining Reservations | High | 60 days before | Check In Date |
| Disney World | Final Payment | High | 30 days before | Check In Date |
| Disney World | Follow Up on Bounceback Offer | Medium | 2 days after | Check Out Date |
| Disney World | Lightning Lane Selections (opens at 7am) | High | 7 days before | Check In Date |
| Disney World | My Disney Experience Set Up | Low | 2 days after | Create Date |
| Disney World | Online Check In | High | 30 days before | Check In Date |
| Disney World | Order In-Room Gift/Delivery or Mail Packet | Medium | 16 days before | Check In Date |
| Disney World | Pause Any Unnecessary Auto Emails | Medium | 1 day after | Create Date |
| Disney World | Send Out Itinerary/Travefy | Medium | 11 days before | Check In Date |
| Disney World | Send Thank You Note | Low | 0 days after | Check Out Date |
| Disney World | Transportation Arranged | Medium | 45 days before | Check In Date |
| Disney World | Travefy – Hide/Archive Itinerary | Low | 3 days after | Check Out Date |
| Disney’s Vero Beach | ||||
| Disney’s Vero Beach | Dining Reservations | Low | 60 days before | Check In Date |
| Disney’s Vero Beach | Spa Reservations | Low | 30 days before | Check In Date |
| Disneyland | ||||
| Disneyland | Accept/Decline Insurance | High | 44 days before | Check In Date |
| Disneyland | Book Dining | High | 60 days before | Check In Date |
| Disneyland | Client Agreement Signed (or completed within last 2 yrs) | Medium | 7 days after | Create Date |
| Disneyland | Deposit Due | High | 3 days after | Create Date |
| Disneyland | Final Payment | High | 30 days before | Check In Date |
| Disneyland | Online Check In | Medium | 5 days before | Check In Date |
| Disneyland | Pause Any Unnecessary Auto Emails | Medium | 1 day after | Create Date |
| Disneyland | Schedule Transfers to Area Attractions | Low | 21 days before | Check In Date |
| Disneyland | Send Packet or Email Travefy | Medium | 30 days before | Check In Date |
| Disneyland | Send Thank You Note | Low | 0 days after | Check Out Date |
| Disneyland | Theme Park Reservations | High | 180 days before | Check In Date |
| Disneyland | Travel ePackage Available | Medium | 2 days before | Check In Date |
| Disneyland Paris | ||||
| Disneyland Paris | Book Dining (tickets only): 60 days before day of reservation | Medium | 60 days before | Check In Date |
| Disneyland Paris | Book Dining: At Time of Booking (open immediately) | Medium | 3 days after | Create Date |
| Disneyland Paris | Final Payment | High | 11 days before | Check In Date |
| Disneyland Paris | Link Reservation to Disney Account on Disneylandparis.com | Medium | 3 days after | Create Date |
| Disneyland Paris | Send Packet or Email Travefy | Medium | 14 days before | Check In Date |
| Disneyland Paris | Send Thank You | Low | 7 days after | Check Out Date |
| Note: Tasks shown reflect one super-user agent’s workflow and may be customized per agency needs. | ||||