•This Tasks tab will store any tasks - i.e. reminders of actions that need to be completed - linked to this Accommodation (Lodging) Group Booking.
•Some Tasks may have already been auto-added when you created the Lodging Group Booking, depending on the Task's Applicable To and Auto Add settings in Setup.
•You can also manually add new Tasks under this tab.
oClick the New button under the Tasks tab to open a new Task edit form.
oYou can manually enter Task information, or you can select a Standard Task from Setup, which will pull in the Task's default information, which you can then customize for this situation.
oBack in Setup, Standard Tasks are set to be Applicable To certain objects - Events, Opportunities, Accom Bookings, Accom Group Bookings, etc., and there is an option to make a Standard Task applicable to "All". When adding this Task to the Group Booking now, you will only be able to choose from Standard Tasks applicable to the type of object(s) that this Task is Linked To, as well as any "Applicable to All" Standard Tasks.
oFor example, this Task is automatically linked to the Accommodation Group Booking (because you created the Task within the Group Booking). Therefore, you can choose from Standard Tasks applicable to All and Accom Group Booking.
oThis Task is linked to the Accommodation Group Booking, an Event (because the Group Booking is linked to an Event), and an Invoice, so you can choose from Standard Tasks applicable to All, Event, Accom Group Booking, and Invoice.
•Remember that you can also link Tasks to specific, individual Room Bookings within the Group Booking. Review Room Booking Edit Form > Tasks.
•For more information about creating Tasks, see Task Management > Create Task.
