Creating todos
Creating and editing various types of todos
- Facilities in the todos moduleIn BEX PMS, facilities are public or shared places where todos need to be performed regularly, like a swimming pool or playground. Linking todos to a facility follows the same process as linking todos to an object.
- How to use different types of todosThere are two types of automated todos: todos that need to be done before, during, or after a reservation, and periodic todos that need to be done within a specific timeframe, unrelated to a reservation. There is always the option to create a non-recurring, one-off todo. One-off todos can also be marked as urgent if the task needs to be done quickly.
- Reservation todosWith reservation todos, you automate tasks that are recurring for reservations. BEX PMS will automatically add a todo to the specified todo list according to the settings of the reservation todo.
- Periodic todosWith periodic todos, you automate tasks for objects, facilities and periodic costs that you want done in predetermined intervals. BEX PMS will automatically add a todo to the specified todo list according to the settings of the periodic todo.
- Creating one-off todosOne-off todos are tasks that are created individually, to set an ad-hoc todo for incidentals and non-recurring issues. You can create a one-off todo from the todo module, or when viewing a specific reservation that you want to create a task for.
- Adding photos to todos in PMSFor additional clarity about what needs to be done, images can be added to a todo anytime after it has been created.