Smart tasks are automated checklist items inside your trips. Instead of manually marking tasks complete, Brindlechute detects when something is done and checks it off for you.
This helps you stay organized without having to open every trip to double-check progress.
Current Smart Tasks in Brindlechute:
Assign Guides - Automatically completes once a guide is assigned to the trip.
Collect Client Documents - Completes when all required client documents have been submitted.
Collect Guide Reports - Completes once the guide submits their trip report.
Pay Guides - Completes after guide payments are logged or processed for the trip.
Pre-Confirm Questionnaires - Completes when all required questionnaires are submitted before the trip.
Why This Matters
Smart tasks reduce manual oversight and help you quickly see what’s done and what still needs attention—all from one place.
Less clicking. Less guessing. More confidence that your trips are fully prepared.
Checklist System Roadmap
Learn how to build, customize, and manage checklists in Brindlechute to streamline every trip from start to finish.
1. What Are Trip States?
Trip states organize checklist timing—like pre-trip, day-of, or post-trip—and determine when tasks appear.
2. What Are Smart Tasks?
Smart tasks auto-complete when system actions occur, such as assigning a guide or collecting client documents.
3. How to Create a New Checklist
Build checklists while setting up an experience—define states, add tasks, and automate your workflow.
4. Using Checklists to Track Trip Progress
Track which tasks are done, what’s coming up, and what’s overdue across every trip in real time.
5. Checklist Best Practices: Experience-Level vs. Trip-Level
Add tasks at the experience level for reuse—trip-level edits won’t carry over. Contact support if changes need to apply retroactively.