To-do return values

Create return values: Menu: Administration → Sales → Product templates → To-do templates
Use return values: Dashboard → Show all to-dos → Drag to-do to "Closed" column

What

Return values are information that is requested when the to-do is completed. For example, one has the to-do template "Reserve table". The return value for this can be "Reservation time" or "Table number".

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Where are return values defined?

Return values are generated in the product template when creating to-do templates.

  1. Create your to-do template and save it.
  2. A "Return values" area appears on the right
  3. Click on the blue round "add button" and then double-click in the fields
    1. Name: Name of the return value
    2. Response type: Text, Number, Travel Guide (most of the time the return value is a text)
  4. Click on the "Done" tick.

How are return values queried?

Return values are requested on the to-do board as soon as the to-do is dragged into the "Closed" column. The return values can be entered there and viewed again and again.

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Revision #1
Created 8 June 2022 13:33:50 by Peter
Updated 8 June 2022 13:38:36 by Peter