2

min read

Folders launch for forms & task templates - plus easy recovery for deleted trips

Molly Johnson

·

Jul 2, 2025

This week’s updates include folders for your task templates and forms, a 'trash' view to easily restore deleted trips, and quality of life improvements to save you time and clicks! Let’s dive in.

Folders Now Available in Forms and Task Templates

You’ve been asking for this, and now it’s live: you can officially organize your forms and task templates using folders.

That means you can:

  • Create and nest folders in both areas
  • Bulk add items to folders
  • Share folders with your agency or specific teammates

This mirrors the folder functionality already available in activity templates and emails. If you’re working inside a trip and add a task template, your task folders will now show up there too.

We’ve already seen hundreds of form folders created since launch, and it’s clear this is going to be a game changer for managing your libraries. Next up: folders in automation templates, itinerary templates, and workflows. Learn more.

New Trip Trash View: Self-Serve Recovery for Deleted Trips

Have you ever deleted a trip and immediately wished you hadn’t? You’re not alone. We’ve added a Trash view to your trips dashboard so you can restore any deleted trip within seven days—no need to message support.

Once restored, you’ll see a toast message with the option to jump straight into the trip. This small change is already saving advisors time and stress.

Team Page Upgrades for Growing Agencies

If you're managing a large team, this one’s for you. On the Team page:

  • Active team members now appear at the top by default
  • You can sort by name, email, role, paid seat status, and more

This makes it much easier to manage and find specific team members, especially as more agencies grow into triple-digit rosters.

More Quality of Life Improvements

  • Improved experience for marking tasks 'complete' from your trip overview page
  • Clearer button labels for accessibility - this week, relabeling the 'Add Additional Confirmation' button
  • You can now log adjustments as a specific type - “tax” - making it easy to track adjustments of that type in Tern
  • If your agency is importing contacts in bulk, you no longer need to worry about matching case-sensitive email addresses to properly assign agents.

Final Push: New Text Editor

We’re nearing the finish line with our new rich text editor. It’s already in place in many parts of the product. Starting mid/late next week (or possibly the following week), you'll start seeing it rolled out to: 

  • Forms
  • Tasks
  • Terms of Service
  • Travel Suppliers
  • Trips

Once that’s complete, we’ll move on to Messages and Email. Learn more about our editor rollout and timeline here.

One important note: once this is rolled out to trips, if you edit trip or activity content using the new editor and republish your trip, the content will update for your clients as expected. However, travelers using an outdated version of the Tern mobile app may see some formatting issues with specific activities you edited.

To help with this, we’ll display a short message in the app encouraging those travelers to update their app. The content itself will still be visible and up to date - just not perfectly formatted until the app is updated. This change won’t affect travelers in offline mode or anyone who hasn’t had a trip republished recently.

We’ll share more details before this goes live, including more information on what your travelers will see. We’re rolling this out with care, since it affects some of the most visible areas of the product.

That’s it for this week. We love hearing your feedback and ideas - keep them coming. And for those of you celebrating the Fourth of July, we hope you enjoy a well-earned long weekend.

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