Skip to main content
All CollectionsUpsells
Create a Task from an Upsell
Create a Task from an Upsell
Julie Lanio avatar
Written by Julie Lanio
Updated over a week ago

Now you can create a task from an upsell...


When an Upsell request is approved or in-progress, a + button will show on the right hand side. When the button is selected, the task flyout will appear.

The property will already be populated on the task and you will need to select a department to see additional details on the task.

Task Details

The Task Title will automatically populate with the same title as the Upsell. The Task Description will automatically populate from the task description field on the Upsell, as well as any notes left by the guest. All fields are editable so they can be overridden as necessary during the task creation process.

Did this answer your question?