Internal Work Only

Work can now be flagged as ‘Internal’ and this Work will only show for Guests with the ‘Runsheet +Internal’ flag in their Guest record.

Internal Work will display in the Admin area in the Work tab with a pink background color as per the key below:

How could this feature be used in your scenario? Let’s explore some use cases below:

Use Cases for Internal Activity

Venues & Hotels

Set Work to internal when it’s for your internal processes and staff use. That way, other Work will be visible to the client to provide feedback on the runsheet, without the client seeing your internal tasks.

Corporate Event Planners

Mark Work internal so it only appears for your event team only, for tasks that other Guests such as executives or suppliers do not need to see. This makes their runsheet more succint, and avoids them having to see trivial tasks that are not significant or relevant.

Group Travel Planners

You would mark Work as internal for anything that you don’t need or wish guests or tour members to see. This Work would then appear on the runsheets for your internal staff, whilst Work (Scheduled) that is relevant for guests would still show.

Wedding Planners

Mark Work (Scheduled) as internal where those tasks are for you as the wedding planner or member of your team to action, and not for the client to see or be concerned about.

Steps to Use Internal Work

Add Work (Scheduled) as you normally would, but check the box ‘Internal’ displayed next to Agenda/Draft flags.

Edit the Guest record of any Person who should see Internal Work and drop down the ‘Runsheet Visibility’ then choose ‘Runsheet +Internal’.

Please note that this step (changing their visibility to ‘Runsheet +Internal’) will need to be taken for each Gust who is entitled to see Internal Work.