One-off todos
One-off todos are tasks that are performed only once in contrast to reservation todos and periodic todos. They can, for example, be created for guest requests and thus a specific reservation or without a connection to anything else in your PMS. Because one-off todos are linked to different things, they can also be created in different places.
In the todos module
In the todos module, you can create one-off todos by clicking on '+New'. Give the todo a clear name and assign it to a todo list so that it will appear on the right todo planning. Choose whether the todo is for one or more objects or facilities or whether it has no connection. The last option offers you flexibility, for instance, when a tree has been struck down and needs to be removed.
One-off todos, like a tree obstructing the road, can be created as urgent. To do so, you need to assign a specific executor. A checkable box will appear and the executor will be notified by email or SMS.
You can also decide that a todo needs to be checked after completion. If you tick that box, another one appears, enabling executors to enter cost items and time cards when working on the todo. This, in turn, enables you to invoice costs to owners.
In the reservations module
These todos come in handy when you want to do something special for your guests like delivering a box of chocolates for their wedding anniversary. You want to make sure it is done even when their reservation is moved to another object.
To link a one-off todo to a specific reservation click on that reservation in the reservations module. Scroll down to the todos where you'll find those already scheduled. Click on '+Todo' to create a new one. You'll be sent to the todos module where you can enter all the necessary information such as a title, todo list and date. These todos can also be created as urgent.
In the setup module
You can also link todos to an object via the setup module. Click on the object and go to the 'Todos' tab where you can find the todos that are already plannend. Click on '+New' to create a new one. Such a todo can also block a check-in. If the water doesn't run, you want to fix that before your guests move in.