Trip Planning

Your Trips

The Trips page lists all your active and archived trips. Search, sort, and navigate into any trip from here.

The Trips page is your central list of all business trips. It is labelled Engagement Hub at the top of the page.

What you see

Each trip row shows:

  • Trip title and destination
  • Workspace type
  • Meeting count and action item count
  • Status badge (Planning, Active, Completed, Archived)

Click any trip row to open that trip's dashboard.

Active vs Archived tabs

Two tabs appear at the top of the list:

  • Active — trips with any status other than Archived (Planning, Active, Completed)
  • Archived — trips you have archived

The count next to each tab label shows how many trips are in that state.

Searching trips

Type in the search field to filter trips by title or destination. Results update as you type. Click the × button to clear the search.

Sorting trips

Use the sort dropdown to change the order:

  • Start date (soonest) — upcoming trips first
  • Start date (latest) — most recent start date first
  • Recently updated — last modified first
  • Recently created — newest first
  • Name A–Z — alphabetical

Trip actions

Each trip row has an actions menu (⋯). Available actions include:

  • Archive — moves the trip to the Archived tab
  • Restore — moves an archived trip back to Active (available in the Archived tab)
  • Delete — permanently removes the trip and all its data

Archiving is reversible. Deletion is permanent.

Pagination

If you have more trips than fit on one page, Previous and Next buttons appear below the list. The current page and total page count are shown between the buttons.

Creating a new trip

Click + New Trip in the top-right corner to go to the trip builder.

Tips

  • Use the Archived tab to find completed trips you want to reference or reuse.
  • Searching and sorting work independently — you can search within a sorted list.
  • The trip count in the page description updates to reflect your current filter state.

Last reviewed: July 15, 2025