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Todo definitions ​

Where: Settings → Todo definitions (/todo). Requires the Tasks module.

A todo definition is a task template that automatically creates a to-do on a booking, timed relative to the trip. For example, "Collect dive certification, 7 days before trip starts."

TODOEdit Todo DefinitionSaveGROUPbookingCALCULATION TYPEBefore trip starts7CLOSE ON ABORTTodo definitions

To create a todo definition:

  1. Create a definition and set a group (used to bundle related tasks) and the task text.
  2. Choose the calculation type — before trip starts, before trip ends, after trip started, after trip ended, or after booking created.
  3. Enter the value in days.
  4. Optionally turn on Close on abort so the task closes if the booking is cancelled.
  5. Save.

Assign a group of these to every new booking via Booking settings → Booking creation (the booking to-do groups field), and they'll generate tasks automatically. Staff then work them from the dashboard and booking screens.

Who can access this: Requires the To-dos permission. Visible when the Tasks module is active.