Creating one-off todos

One-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.

Two ways to start creating a one-off todo

General: Go to the overview of all todos, and click '+New'.
For a reservation: Open the reservation page, and click '+Todo' at the bottom of the page, underneath the todo overview.

One-off todos added to specific reservations will stay with that reservation, even if it is moved to a different object.

Settings of a one-off todo

Give the todo a clear name and description.
Assign it to a todo list, so the relevant executors can see it.
Applicability selection is only possible for general one-off todos. If created from a reservation page, the todo is already set as applicable to that reservation.

Applicability selection

No connection: No facility, object, or type is linked as a location. Use the description to indicate where something needs to be done.
An object: Search and select one or more specific objects.
A facility: Search and select one or more facilities.
All objects of a type: Quickly select entire types or segments to create a todo for every object within that category.

Select the date on which this todo needs to be completed. The default value is today.
Select a specific executor or contractor if you want that person to be assigned. Leave it unassigned to merely add the todo to the previously selected todo list.

After assigning someone, you can also send that person a message (by email or text) informing them of this new todo by marking the todo as 'Urgent'.

Decide whether this todo has to be checked by another backoffice employee before it can be marked as completed. This is necessary if the todo could have costs that need to be invoiced to the owner of the relevant object. Read more: Invoicing tasks to owners
Create your one-off todo.