The Trips tab lists every trip in your account, and you can use it to quickly identify which trips need action by reading the Itinerary status alongside the checklist state.
Checklist State shows where the trip sits in your workflow (Pre-Trip, Day-Of, Post-Trip).
Trip Status shows whether it’s on track (Ready = green, In Progress = yellow, Overdue = red).
How to interpret what you see
If a trip shows:
Pre-Trip (checklist state)
Overdue (status in red)
You can use this as a clear signal that something in your pre-trip tasks still needs to be completed. For example:
All clients and documents are in, but no guide is assigned
A guide is assigned, but some clients or documents are missing
Opening the trip will show exactly what still needs to be done.
If a trip shows:
Pre-Trip
Ready (green)
You’re all set for that stage—no additional tasks are required.
Why this helps
Using the Trips tab this way lets you scan your entire trip list and immediately understand what’s overdue, what’s progressing, and what’s truly ready. It’s a fast, reliable workflow check without opening each trip individually.