Calendar

Calendar, in the menu, lays your Pending tasks out on the days, next to the check-ins of your closed sales. Every role sees it, including someone who only works operations. They are the same tasks: what you change in one place changes in the other.

Month and week

At the top you pick Month or Week. Month shows each month in its own grid, one under the other; Week shows the hours of the day, and each task takes up the time it lasts. Today takes you back to today. On a phone the calendar is a list of the days that have something, with the month on top.

Tap an empty day (or an hour, in Week) and New task opens at that moment. Each card shows its status with a color:

• Overdue: a pending task whose day or hour already passed.
• Done: you already marked it.
• Not urgent: stays grey and never goes overdue. Use it for what you have to do some day that week, with no rush.

Overdue tasks from before the month you are looking at gather at the top, under Overdue, with a link to Pending to see them all.

Tasks

New task asks for a title, the Day and, if you want, a start and end time. Without a time, the task is all-day and we remind you at 9:00. You can also mark it Not urgent, repeat it every day, week or month, and tie it to an opportunity or a sale.

Tap a task and its panel opens. There you edit it, mark it as done, dismiss it or postpone it: an hour from now, tomorrow, on Monday, or Move to another day…. The future repeats of a recurring task show on the calendar, but you change them from the series: Open the series.

The task's opportunity comes first in the panel: View the opportunity takes you to it, and you change or remove it right there.

From an opportunity, Schedule creates a task tied to it, with a day and a time.

Check-ins

Every closed sale adds two check-ins on its own: Outbound check-in and Return check-in. You don't have to enter them.

• If the sale has its flight loaded (number, airline and departure, on the transport service of the sale record), the check-in falls on the day and hour it opens: 48 hours before for LATAM and JetSMART, 24 hours before for the rest.
• Without a flight, it falls on the day before departure (outbound) and the day before the return, with no time, and the note No flight details.

If you change a date or the flight on the sale record, the check-in moves with them. Once the sale is marked as traveled, its check-ins stop showing. If you upload a leg's boarding pass to the sale, that check-in shows as done. A sale that is only travel insurance has no check-ins.

The check-in panel shows the holder, who travels, the destination, the flight and What is missing: the passengers' documents, the air ticket or the vouchers the sale record doesn't have yet. Open sale takes you to the sale record. Owners, admins and operations can mark it as done, dismiss it or move it to another day (a seller sees the check-ins of their sales without changing them); Back to the calculated day puts it back where it was.

Filters

• Show: Everything or Sales, which keeps only the check-ins and the tasks tied to a sale. It shows up if your agency works with closed sales.
• Seller: Only mine (selected by default), Whole team or one person. With Whole team, owners and admins see the team's tasks tied to an opportunity, and operations the ones tied to a sale. Check-ins still show with Only mine. Each person's loose reminders are theirs alone.
• Status: Pending, Overdue, Done or Not urgent.
• Traveling: shows what belongs to sales traveling This week, This month, Next month or on the dates you pick. With this filter on, tasks without a sale are hidden.

With Show → Sales you keep the check-ins and the tasks of owners, admins and operations tied to a sale: the operations view. Sellers' tasks show with the Seller filter.

Link a task to a sale

A task without a sale carries the No sale badge. In its panel, Link to a sale suggests the sales whose holder shares a surname with the task's title, and lets you search by holder or number. Unlink releases it.

Import another calendar

Import calendar, in the options menu at the top, brings in what you had in another calendar, like Bitrix or Google. There are two ways:

• From a file: export the calendar as an .ics file (up to 5 MB) and pick it. It is imported once.
• From a link: paste the calendar's private iCal link. We read it every hour: new events come in, changed ones are updated, and what you deleted there is deleted here if it was still pending and you hadn't touched it in Trama. Stop syncing cuts it off.

Each event comes in as a task of yours on its day, with the Imported badge and the event's location and description as its note (that's usually where the booking code is). Recurring events come in as one task per day. If the surname of the holder of exactly one open sale shows up in the event, the task is tied to that sale; otherwise it comes in with No sale and you link it by hand. Events from more than 30 days ago are not brought in, and the same event never comes in twice: importing again only fills the note of tasks that came in without one. When it finishes we show how many tasks came in, how many have no sale, and how many there are per month, so you can compare them with your previous calendar.

Connect Google Calendar or Outlook

In the options menu at the top, Connect Google Calendar or Connect Outlook takes you to Google or Microsoft to give permission. We only ask to see your calendar: your email does not come into Trama.

When you come back, the events of your primary calendar show up in the Calendar, on their day and time, with the calendar icon. They are your agenda, not tasks: they don't notify you by WhatsApp or email (Google or Outlook already does that), they don't show up in My day or in your morning summary, and they never go overdue. They look the same as there and are edited there: from each event's panel, Open in Google (or in Outlook) takes you to the event. We read them again every time you open the Calendar, and every hour.

If you delete or move an event in Google or Outlook, the same happens in Trama.

The day's meetings also show up in My day, under Today's agenda, and in the morning summary by email.

Each person connects their own calendar, and their events are seen only by them, except the ones tied to a sale. To cut the connection, use Disconnect Google (or Outlook) in the same menu and confirm with Disconnect: its events leave the Calendar. If it says The connection dropped, tap Reconnect and give permission again.