Tern

Navigate to the trips page: This is the default home page in Tern.

Click on "Create Trip": This is where you add the basic trip details.

Name the trip: You can name it whatever you'd like. We'll be creating a trip to Europe that includes a hotel and a cruise.

Use the dates June 5th, 2025 - June 17th, 2025: We're going to be building the same trip! To make sure you can follow along in the tutorial make sure to use these dates.

- Navigate to the trips page: This is the default home page in Tern. 
- Click on "Create Trip": This is where you add the basic trip details. 
- Name the trip: You can name it whatever you'd like. We'll be creating a trip to Europe that includes a hotel and a cruise. 
- Use the dates June 5th, 2025 - June 17th, 2025: We're going to be building the same trip! To make sure you can follow along in the tutorial make sure to use these dates. 
- Click create trip

Date formatting: Note the date format in Tern is currently YYYY-MM-DD. We'll make this configurable in the future but for now we suggest using the date picker to get the formatting right.

This is what your trip should look like when you're done. 

Login to Tern: Start by logging into your Tern account.

Navigate to Trips: Click on the "Trips" tab to access the Trip Overview page.

1. Login to Tern: Start by logging into your Tern account.
2. Navigate to Trips: Click on the "Trips" tab to access the Trip Overview page.

- Board View: Displays trips in different statuses. You can drag and drop to update statuses.
- Toggle Views: Use the toggle button at the top right to switch between Board View and another view. Tern will remember your choice.

- Change the color of trip statuses through User Settings in the Trip Settings section.

- Use the search bar to find specific trips.
- Use filters to display trips based on status, date, contact, or trip tags. These filters are "sticky," meaning Tern will remember your filter preferences.

1. View Types:
 - Board View: Displays trips in different statuses. You can drag and drop to update statuses.
 - Toggle Views: Use the toggle button at the top right to switch between Board View and another view. Tern will remember your choice.
2. User Settings:
 - Change the color of trip statuses through User Settings in the Trip Settings section.
3. Search and Filter:
 - Use the search bar to find specific trips.
 - Use filters to display trips based on status, date, contact, or trip tags. These filters are "sticky," meaning Tern will remember your filter preferences.

- Located at the top left of the Trip Overview page.

- Name: Enter the trip name (e.g., "European Family Cruise").
- Status: Set the initial trip status (e.g., "Inbound").
- Trip Tags: Skip this for now, as it will be covered in the advanced section.
- Dates:
 - Start Date: Select the start date (e.g., June 5th, 2025).
 - End Date: Select the end date (e.g., June 17th, 2025).
 - If dates are not yet decided, you can opt to add dates later and begin planning without specific dates.

1. Click on Create Trip:
 - Located at the top left of the Trip Overview page.
2. Fill Out Trip Details:
 - Name: Enter the trip name (e.g., "European Family Cruise").
 - Status: Set the initial trip status (e.g., "Inbound").
 - Trip Tags: Skip this for now, as it will be covered in the advanced section.
 - Dates:
 - Start Date: Select the start date (e.g., June 5th, 2025).
 - End Date: Select the end date (e.g., June 17th, 2025).
 - If dates are not yet decided, you can opt to add dates later and begin planning without specific dates.

- Ensure all details, especially dates, are correct as they will be used in future planning stages.

- Click on the "Create Trip" button to finalize and create your trip in Tern.

1. Review Details:
 - Ensure all details, especially dates, are correct as they will be used in future planning stages.
2. Create Trip:
 - Click on the "Create Trip" button to finalize and create your trip in Tern.

You have now successfully created your first trip in Tern! Stay tuned for the next video to continue planning your trip.

Summary

Video & Full Overview

1. Access the Trip Overview Page

2. Understand the Trip Overview Page

3. Create Your First Trip

4. Finalize and Create the Trip