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Task Instances Within a Booking
Task Instances Within a Booking

How to view and action task instances related to a booking

Traffio avatar
Written by Traffio
Updated this week

All tasks linked to a booking can be easily viewed and managed in bulk through the booking's task page. This allows you to quickly update, modify, or take actions on multiple tasks at once, streamlining the process and saving time.


How To View and Action Task Instances Related To a Booking:

  1. Navigate to Bookings on the sidebar

  2. Select desired Booking

  3. Select Tasks

  4. Tick the Checkboxes of the Tasks you want to action

  5. You will have 2 options to select from:
    A. Move selected tasks to their next status
    B. Mark selected Tasks as Non Billable

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