Repeat tasks every day/week/month
Есть запрос по настройке системы?
У нас есть партнеры-интеграторы которые с радостью вам помогут!
Вы специально подготовили для вас список интеграторов. Посмотреть список интеграторов
У нас есть партнеры-интеграторы которые с радостью вам помогут!
Вы специально подготовили для вас список интеграторов. Посмотреть список интеграторов
We need the ability to add the ability to repeat the task every day / week / month to the BP "Simple task" and "Call".
Example: every Monday we have a car inspection. We described in it everything that is needed and how the report should look.
Need to be able to create a similar issue every week on Monday with the same topic and description.
Or about calls: we have a call list and we call the same customers every day every week.
You need the ability to put in the BP "Call" the repetition of the call.
example: we have a client Romashka. we call him every Wednesday and we need the sales department every Wednesday in the calendar with tasks to have a BP "Call" to the Customer Romashka.
It is possible that this should be in the form of a separate block, where it is possible to select the frequency of repetition (date / day of the week / week / month / year).
Could you suggest how to implement this?
Original question is available on version: ru
Example: every Monday we have a car inspection. We described in it everything that is needed and how the report should look.
Need to be able to create a similar issue every week on Monday with the same topic and description.
Or about calls: we have a call list and we call the same customers every day every week.
You need the ability to put in the BP "Call" the repetition of the call.
example: we have a client Romashka. we call him every Wednesday and we need the sales department every Wednesday in the calendar with tasks to have a BP "Call" to the Customer Romashka.
It is possible that this should be in the form of a separate block, where it is possible to select the frequency of repetition (date / day of the week / week / month / year).
Could you suggest how to implement this?
Answers:
Hello.
If you have OneBox OS, then you can do this using the block for creating tasks.
More details here https://crm-onebox.com/en/support/orders/9407-os---sozdanie-povtoryayushchihsya-...
If you have OneBox OS, then you can do this using the block for creating tasks.
More details here https://crm-onebox.com/en/support/orders/9407-os---sozdanie-povtoryayushchihsya-...
15.09.2021, 16:32
Original comment available on version: ru
Try one of the actions in the closing step of the business process that needs to be re-created.
15.09.2021, 16:34
Original comment available on version: ru
Please join the conversation. If you have something to say - please write a comment. You will need a mobile phone and an SMS code for identification to enter.
Log in and comment
Copyright © OneBox 2024
