Help & Learning Centre
During Your Trip
Use the Today view, log meetings, capture notes, and run end-of-day reviews while travelling.
Follow-Ups and Action Items
Action Items capture commitments made during a trip. The Follow-Up Centre shows all open, overdue, and in-progress actions across all trips in one place. Follow-Up Drafts generate AI-assisted communication drafts.
Meetings in a Trip
The Meetings section of a trip lets you schedule, track, and record the outcomes of meetings that are part of the trip. Meetings can generate action items and follow-up dates.
Use the Today View
The Today view shows everything scheduled for the current calendar day on a trip — drives, stops, meetings, accommodation check-ins, and open tasks — in a single timeline.