# To-do templates

Create to-do templates: <u>**Menu: Administration → Sales → Product templates → To-do templates** </u>Use to-do templates/Generate to-dos: <u>**Menu: Companies → Company X → Documents (Offer, Confirmation)**</u>

## What are to-do templates?

To-do templates are templates for to-dos that can be used again and again.

To-do templates are attached to a product template and are created directly there.

For example, the to-do template "Reserve a chauffeur" is attached to the product template “Limousine service”.  
Or the to-do template "Check hotel availability" is attached to the product template “Viktoria Jungfrau Grand Hotel”.

[![image-1654694624017.png](https://help.advatra.com/uploads/images/gallery/2022-06/scaled-1680-/image-1654694624017.png)](https://help.advatra.com/uploads/images/gallery/2022-06/image-1654694624017.png)

## Where are to-do templates used?

To-do templates are used in a document (offer or confirmation).

For example, an offer is compiled with a limousine ride and an overnight stay at the Viktoria Jungfrau Grand Hotel. Now, to-dos can be generated from the to-do templates and added to the offer.

- To-do 1: Book chauffeur
- To-do 2: Check hotel availability

[![image-1654694661031.png](https://help.advatra.com/uploads/images/gallery/2022-06/scaled-1680-/image-1654694661031.png)](https://help.advatra.com/uploads/images/gallery/2022-06/image-1654694661031.png)

## How are to-do templates created?

The administrator creates to-do templates directly in the product template: Administration → Sales → Product templates.

<p class="callout info">For example, the to-do template "Reserve a chauffeur" is attached to the product template "Limousine Service".  
Or the product template "Viktoria Jungfrau Grand Hotel" has the To-do template "Check hotel availability".</p>

**Name**  
Name of the to-do template

**Deadline in days**  
For example: 5 → When is the deadline of this to-do, based on the "due by" value.

**Due by**  
**from creation day**: the to-do always appears 5 days after the document has been created  
**before start date**: the to-do always appears 5 days before the start date of the trip

**Type**   
the to-dos can only be used on the selected document type: offer incoming or confirmation incoming

**Internal or external**  
**Internal** to-dos contain information that is only relevant for your staff, i.e. for internal use  
The collected information of the **external** to-dos can be viewed by your clients and/or travellers - depending on your export configuration.

## How does a to-do template become a to-do?

Create or navigate to a document

<p class="callout info"> To-do templates with the type offer can only be added to an Offer, To-do templates with the type confirmation can only be added to a confirmation.</p>

Under "More → To-dos" there is an overview of your to-dos on your document.

[![image-1654694871881.png](https://help.advatra.com/uploads/images/gallery/2022-06/scaled-1680-/image-1654694871881.png)](https://help.advatra.com/uploads/images/gallery/2022-06/image-1654694871881.png)

Under generate to-dos, the to-do templates that are relevant for the trip can be selected and added to the document. To-dos are created from the to-do templates when they are added.

<p class="callout info">Added to-dos are automatically assigned to the "Responsible employee operations".  
The Responsible employee operations can be defined in the dossier setting.</p>

[![image-1654694904329.png](https://help.advatra.com/uploads/images/gallery/2022-06/scaled-1680-/image-1654694904329.png)](https://help.advatra.com/uploads/images/gallery/2022-06/image-1654694904329.png)

## How are to-dos processed?

To-dos are automatically assigned to the "Responsible employee operations". He finds an overview of his to-dos on his dashboard.

All to-dos and the current status can be viewed under Show all.

A to-do can be sent directly by e-mail:  
For example, the to-do Reserve chauffeur is linked to the email address of the product template that offers the limousine service. (Product template = limousine service, attached mail address = contact person).

To-dos can be dragged and dropped between the individual columns.