To Do Items are reminders that can be assigned to operators or groups across various areas of Guestline Rezlynx. This guide focuses on Reservation To Do Items to ensure important items are completed. The system prevents forgotten items, assigns clear responsibilities, tracks completion progress, maintains team communication, provides overdue notifications, and ensures accountability. To do items are different to Tasks which can be set reservations, as well as groups and events.
Create a reservation To Do Item
To create a reservation To Do Item, follow the steps below:
Navigate to Menu, then select To Do Items.
Click New.
Click Add to assign operators or groups, who will see this To Do Item.
🤓Tip: You must have at least one operator or group to be able to save the item.
Within To Do Details, entered the required information, including:
Subject - add a title for the task.
Body - add the To Do task details.
Enter the optional settings if required. Including:
Start Date and Time - When the task should appear.
Response/Completion Due - Task deadline.
Priority - Select a priority level from the drop-down menu.
Select Save to create or Abort to cancel.
View To Do Items
You can view To Do Items via:
To Do Items
Navigate to Menu, then select To Do Items.
Items display: Start Date/Time, Status, Assigned Users/Groups, Notes, and action options.
Log in
When you log into the system, the To Do screen will pop up for your review and action. Within this pop up you can select to Snooze or Close the message.
Manage Existing To Do Items
Navigate to Menu, then select To Do Items.
Within To Do Items, you can manage existing To Do Items in the following ways:
View Responses - Click the hyperlink to see all responses stored.
View - To view the To Do Item.
Edit - Modify assignments, content, dates, and priority.
Delete - Remove item with confirmation prompt.
Copy - Within a To Do Item, click Copy to duplicate the item.
Responding to To Do Items
When due, the To Do Item Response Required box appears, providing the following options:
Hyperlinks: Click on the hyperlinks to navigate to the To Do Item.
Details: To Do ID, Title, Response Required date/time, Description.
Mark Partial Completion: 10% increments (0-90%).
🤓Tip: To do this, select the percentage from the drop-down, then click Set.
Mark as 100% Complete: For finished tasks.
🤓Tip: To do this, simply click the button and confirm the choice.
Snooze: Delay items 5 minutes to 1 day.
⚠️Important: Please note that within the To Do Item Response box, you will also see Guest Messaging notifications.
