How-to: Require Planner to Review a Task

Some Tasks need additional review. Require Tasks to be reviewed so you can ensure your Travelers complete them.

How to enable Requires Planner To Review

1. Click to MANAGE TASKS & CUSTOM FORMS
2. Edit/create a TASK
3. Check REQUIRES PLANNER TO REVIEW

When should you enable this feature?

1. Does a Planner need to confirm that the response is valid?
   1. Check that the insurance has sufficient coverage
   2. Confirm that the traveler's medical responses do not disqualify them
   3. Confirm the passport is valid for travel
2. Does a Planner need to take an action in response to this Task
   1. Book an airport transfer
   2. Arrange for special accommodation
   3. Pass along dietary information

How does it work for the Traveler?

Your Traveler will see that their TASK will require you to review:

Before completing:

After completing:

How does it work for the Planner?

Once Travelers have completed the TASK, Planners will see PENDING REVIEW on any Task that requires review. They will then have the option to decline (CLEAR RESPONSE) or accept (UPDATE).

1. Click to MANAGE TASKS & CUSTOM FORMS
2. Find the TASK that says PENDING REVIEW and click RESPONSES:
   
3. Click CLEAR RESPONSE to decline the TASK or click UPDATE to accept it:

Need more help? 

Reach out to the YouLi Support Team via the chat box at the bottom of your screen or submit a Support Ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, and we will walk through Traveler flow options & best practices.