Creating a Task

Tasks in Lato can be created to set reminders for specific events or to-dos, such as confirming activities for a trip. You can also link tasks to your trips or contacts to keep everything organised.

(Our product evolves quickly, and this video may not show the latest updates.)

Where Can You Create & View Tasks

• From the Tasks step of your trip
• Directly in your Contact details
• From the main Tasks menu

In the Trip's Tasks Step

1. Open or create a trip
2. Go to the Tasks tab
3. Click on "New trip task"
4. Fill in the necessary information and choose the settings
5. Click on "Create task" to complete the process
6. Save your trip 

In Your Contact Details

1. Open the Contacts menu
2. Click on a listed contact name
3. Navigate to the Tasks section
4. Click on "+" to add a task
5. Fill in the necessary information and choose the settings
6. Click on "Create task" to complete the process
7. Save your trip

In the Main Tasks Menu

1. Open the Tasks menu
2. Click on "New task"
3. Fill in the necessary information and choose the settings
4. Click on "Create task" to complete the process
5. Save your trip

On this menu you can set a direct relation between that task and a trip or a contact by choosing "Select relation".