Never miss a deadline again.
Safari Portal's built-in task manager gives travel professionals a structured, consistent way to manage every step of every trip, with automated due dates, daily reminders, and a complete view across your entire operation.
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Task sets built around your workflow
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Automated due dates tied to key trip events
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Full visibility across every file and every team member
Every part of the trip process has the same steps. Safari Portal remembers them so you don't have to.
Even if every trip you plan is custom and one-off, many of the same underlying tasks happen across all the trips you plan. A 30-day out check-in, a bon voyage email, a feedback request two days after they return home. Safari Portal allows you to create custom workflows that reflect your own unique processes so that nothing ever falls through the cracks.
Build your workflow once and apply it forever.
Create one or multiple task sets that capture the steps you follow for every trip, in the same order every time. Due dates are automatically calculated relative to key trigger events (departure dates, return dates, and more) so you never have to manually work out when something is due. Apply a task set to a new file in seconds and your full workflow appears instantly.
FEATURES
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Always know what needs your attention today
Safari Portal generates clear, prioritized task views showing what's due today, what's upcoming, and what's overdue. A daily email each morning outlines exactly what you need to complete that day, and you can sync all tasks to your calendar.
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Assign tasks to the right person
Assign any task to a team member, reassign in seconds, and see everyone's tasks from one view. Filter by assignee, file, task type, or due date to stay focused on what matters. Each team member sees their own tasks clearly without the noise of everything else.
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Share task sets across your team
Save time and ensure consistency by sharing task sets with your whole team. Everyone follows the same workflow, the same protocols, and the same standards so nothing falls between the cracks.
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Email templates built into your tasks
Attach an email template to any task. When the task is due, click once to launch your email client with the draft already ready to review and send. No rewriting the same email for the hundredth time.
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Bulk actions to stay organized
Complete, delete, or reassign tasks in bulk. Keep your task lists clean and up to date without having to click through each one individually.
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See tasks at every level
View tasks directly within each expanded trip file to see exactly what's done and what's outstanding for that trip. Or open the full task manager for a complete view across every file, every team member, and every stage of your pipeline, filtered however you need it.
The right workflow tool for every type of travel professional.
Safari Portal is built to work the way you work — whether you're a solo advisor managing every detail yourself or a team managing hundreds of files across multiple consultants.
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Task management for Travel Advisors & Travel Agents:
Build a task set that matches your personal workflow and never miss a step from first response through to post-travel follow-up. Every trip, every time.
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Task management for Tour Operators:
Standardize your team's workflows across every file. Assign tasks to the right people, track progress across your operation, and ensure every client receives the same level of service regardless of who's managing their trip.
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Task management for DMCs:
Manage high volumes of files with consistent, structured workflows. Share task sets across your team, track deadlines across every active trip, and keep your operation running smoothly even during peak season.
Task management is just the beginning.
Safari Portal is a complete travel management platform. Everything connects so your task manager, itinerary builder, financials, and client communications all work together rather than in isolation.
Itinerary Builder: Create stunning interactive itineraries and print-ready proposals alongside your task workflows
Travel Dashboards & Guest Portals: Deliver a fully organized client experience from first inquiry to departure day
Contact Management & Custom Forms: Keep every client, supplier, and partner agent organized and collect information effortlessly
Invoicing & Financials: Create invoices, process payments, and track profitability tied directly to files and contacts
Traveler App: Give clients a polished, offline-ready mobile experience
Book a personalized walkthrough with our team and see Safari Portal's task manager in action. We'll show you exactly how it works for your type of business.