What's the difference between Personal Tasks, Support Tickets, and Fleet Tasks?

✅ Overview

There are 3 types of 'tasks' in the Sailsense ecosystem:

• Personal Tasks: used by boat owners (or charter guests) to manage personal reminders and to-dos. These tasks are strictly private — only visible to the user who created them.
• Support Tickets: created by owners (or charter guests) to report issues or incidents to technical manager of the boat (e.g., boatyard, after-sales support, technical manager, charter company, ...). Tickets are visible to the boat owner and to the professional team in charge of their resolution (e.g., boatyard, after-sales support, technical manager, charter company, ...).
• Fleet Tasks: used exclusively by professional teams (e.g., boatyard, after-sales support, technical manager, charter company, ...) to organize their work, including follow-up on customer tickets. These tasks are only visible to members of the professional team and not to the boat owner (or charter guests). Note that Tickets can be converted into Team Tasks to dispatch work internally.

1. Personal Tasks – For Owners Only

Personal Tasks are simple to-do items created by individual users (like boat owners or tenants) to manage their personal task list.

Key Characteristics:

• 100% private: not shared with the boatyard or after-sales team
• No collaboration features (no subtasks, forms, comments, or sharing)
• Great for things like:
  • “Check fire extinguishers”
  • “Renew boat insurance”
  • “Print navigation license”

From the owner's point of view:

• Ideal for personal organization
• Nothing in this module is ever shared, even if the boat is managed by a yard

From the technical manager point of view:

•  Personal tasks are invisible—they do not exist in their system

2. Support Tickets – For Reporting Problems to the technical manager

Support Tickets are how owners or tenants report problems to the boatyard, dealer, or fleet team. This is the official and structured way to get after-sales support.

Key Characteristics:

• Created by individuals
• Automatically appear in the Fleet Tasks module of the technical manager
• Status-tracked (Pending, In Progress, Resolved)
• File Attachments and owner comments are supported

From the owner's point of view:

• Easy to describe an issue (with a text description, setting the ticket urgency, the area affected on the boat, adding issue photos)
• Receive notifications as the technical manager (yard, aftersales, charter, ...) progresses on the task
• Not able to see internal comments from the technical manager's teams or reassign the ticket

From the technical manager's point of view:

• Each ticket becomes a visible and actionable task in their Fleet Tasks 
• Tickets  
  • can be assigned internally
  • can be commented on
  • progress can be tracked using different statuses
  • are used by the technical manager's team to communicate directly with the customer in a conversational way
  • Internal subtasks can be added to a ticket to facilitate work organization, they will not be visible by the boat owner / tenant.

3. Fleet Tasks – For Technical Managers Only

Fleet Tasks is the internal workspace for yards teams, after-sales service, fleet managers, and boat dealers.

Key Characteristics:

• Central hub for managing all professional tasks
• Supports subtasks, forms, assignments, status tracking, comments
• Tickets from owners automatically appear as tasks here
• Professionals can also create internal (private) tasks

From the technical manager point of view:

•  Internal-only visibility for team-created tasks (like inspections or maintenance)
•  Customer tickets appear as structured tasks without needing @mentions
• Can convert any team task into a customer-visible ticket by mentioning @sailor

From the owner's point of view:

• Cannot see any Fleet Tasks, unless they originated from a Ticket they submitted
• Has no access to this module

🧭 Visibility Overview

💡 Key Takeaways

• Personal Tasks stay private: Owners and tenants use them for personal planning. These tasks are never visible to the Technical Manager or other users.

• Support Tickets are the official channel between the owner and the professional team: Submitting a ticket is how owners report issues. It ensures the request reaches the Technical Manager and becomes an actionable task.

• Fleet Tasks are for Technical Managers only: Internal workflows and client tickets are managed by the Technical Manager’s team. Boat owners do not have visibility on these internal tasks.