Trip Notes, Tasks, and Checklist
Three modules help you capture and track information during a trip: Notes, Tasks, and the Preparation Checklist. Each serves a distinct purpose.
Notes
Notes are free-text records attached to a trip. Use them to capture meeting discussions, observations, ideas, and general context during the engagement.
Note Types
| Type | When to use |
|---|---|
| Meeting Notes | Key discussion points, decisions made, action items agreed upon |
| Observation | What you noticed, learned, or observed during the engagement |
| Idea | Ideas generated, opportunities identified, improvements to explore |
| General | Any notes, context, or information relevant to the trip |
Create a Note
- Open the trip and go to Notes → + Add Note.
- Select the note type.
- Enter a Title (required) and Content (required).
- Select Save Note.
Notes are listed in reverse chronological order by last update. Each note shows the title, a preview of the content, and the date.
Notes and the Trip Record
Notes are included in the trip report when you generate one. They also contribute to the Knowledge Center — the Daily Review Insights section reads notes with the [Daily Review] title prefix.
Tasks
Tasks are work items associated with a trip. They are distinct from Action Items (which are commitments made during meetings) and Checklist items (which are readiness checks).
Task Categories
| Category | When to use |
|---|---|
| Planning | Things to prepare before the trip — book parking, prepare a presentation, confirm logistics |
| Follow-Up | Actions to complete after the trip — send a follow-up email, submit an expense report |
Create a Task
- Open the trip and go to Tasks → + Add Task.
- Select the task category (Planning or Follow-Up).
- Enter the Task Description (required).
- Optionally set a Due Date — tasks with due dates appear in the Trip Timeline and contribute to the readiness score.
- Add any Additional Notes for context.
- Select Save Task.
Task Status
Tasks start with a Pending status. Status is shown on each task card. Tasks with a Done status are shown with strikethrough text.
Tasks vs. Action Items vs. Checklist
| Record type | Purpose |
|---|---|
| Task | A work item you create manually — preparation or follow-up work |
| Action Item | A commitment captured during a meeting — assigned to a person, tracked in Follow-Ups |
| Checklist item | A readiness check loaded from your workspace template |
Preparation Checklist
The Preparation Checklist is a set of readiness items organized into categories. It is loaded from your workspace template rather than created item by item.
Load the Checklist
- Open the trip and go to Checklist.
- If no checklist has been loaded, select Load Workspace Checklist.
- The checklist is populated with items from your workspace template, organized into categories: Preparation, Documents, Logistics, Technology, and Follow-Up.
Check Off Items
Select any checklist item to toggle it between unchecked and checked. Progress is shown as a percentage bar at the top of the page.
Checklist and Readiness
The checklist contributes to the trip's readiness score. Completing checklist items improves the readiness indicator shown on the trip dashboard.