How do I link a todo?

Depending on where a todo is created, it will automatically be linked to that context. A todo can be created in the following places and will then automatically be linked:

• the customer
• the company
• the reservation (product)
• the invoice
• the activity

When a todo is created for a specific activity, it will automatically be linked to that activity. It is also possible to link an existing todo to other contexts at a later time. The todo that is automatically linked to the activity can therefore also be linked to a specific reservation or customer within the activity.

Linking a todo to other contexts can be done by opening the respective todo. Behind the 'Links' section, a new link to one of the above contexts can be added using the +.

A link can be removed by opening the todo and clicking on the trash bin icon behind the link. By clicking on the +, the todo can be linked to another item. The item determines, among other things, on which dashboard the todo appears under the 'Todos' tab.