Creating a Task in Lato

In Lato, creating tasks lets you add and organise to-dos, deadlines, and responsibilities within a trip. Tasks help keep your planning workflow on track and ensure that team members or travellers know what actions to complete and by when. This guide explains how to create a new task, assign it to a task owner, set due dates, and manage tasks throughout your itinerary.

(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 necessaryinformation 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”.**