Templates for tasks can be created and managed under Settings in the corresponding section.
Task templates are applied when a booking receives the status booked and are then automatically created for the booking.
Templates for tasks do not apply to Events or Blocked time periods.
The template defines the service provider and the date for which the task is created. The date is defined via the trigger, e.g.,
- Trigger: Arrival -10 days -> Tasks from this template are created for the date 10 days before arrival
- Trigger: Departure 0 days -> Tasks from this template are created for the date of departure
If automatic completion is activated, tasks from the template are automatically marked as completed on the due date.
Changing templates for tasks
Existing tasks are not changed when the templates are modified. New automated tasks are created in accordance with the changed settings when a booking receives the status booked.