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Language: [Español](https://vuela.cloud/es/ayuda/tareas.md)

# Tasks and follow-ups

> Write down every call, follow-up and to-do, assign it to someone on the team and let nothing slip.

Operations · [All help](https://vuela.cloud/en/docs.md)

Watch how it's done: https://vuela.cloud/docs/en/tasks.mp4

Travel sales are lost to follow-ups nobody made. **Tasks** holds everything the team has to do, ordered so the top one is always what's next.

## Create a task

1. Go to **Tasks** and press **New task**.
2. Type the **Title**: "Call back about the proposal", for example.
3. Choose when it's **Due**, the **Inquiry** it belongs to and the **Assignee**.
4. Press **Create task**.

You can also create tasks from a customer's page (**New task**), from the **New** button at the top, or from search (<kbd>⌘</kbd> <kbd>K</kbd>).

## Tasks that create themselves

- When you mark a proposal **Sent**, Vuela schedules a task to follow it up.
- Each item on a trip's **Departure checklist** is a task on that trip.

## The list

The **List** view groups tasks into **Overdue**, **Today**, **This week** and **Later**. To complete one, press the circle on its left. Completed tasks move down to **Done**, where you can reopen them.

## The board

The **Board** view has a column per status: **To do**, **Next**, **In progress**, **Blocked** and **Paused**. Drag a task to change its status.

## Edit and reassign

Press a task to edit its title, due date, inquiry or status.

To change the assignee, press their picture on the task and pick someone else, or **Unassign**.

## See only yours

The filter at the top shows **Everyone**, **Mine** or **Unassigned**. **Mine** is the tasks assigned to you.

## On the dashboard

The **Dashboard** shows **Today's work**: the team's next open tasks, overdue first, so you start the day without looking.

**Not using Vuela yet?** Try it free for 14 days, no card. [Try it free](https://crm.vuela.cloud/register?plan=monthly&lang=en)

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