Actions allow the system to automatically create reminders when certain actions occur in the various modules of your system.

In this section, by clicking on "Create new" in ACTIONS > CREATE, you are able to create a new action:

You will first be asked to choose the module you want to create the automatic reminder for:

You can choose one of the following modules:

  • Company
  • Equipment
  • Hours
  • Support
  • Tasks
  • User
  • Work plan

After pressing the Save button, each module has their own set of events that may trigger the action.

You have to fill out the following (NB: event-specific settings are left out):

  • Name event: The name of the action
  • Event: The chosen module's event that would be triggering the action. Each one has its one set of events, which are as follows:
    • Company:
      • The company is created
      • The company is edited
      • The company was deleted
      • Too many tasks
      • Checkin on the company
      • File changed
    • Equipment:
      • Leave geofence
      • Enter geofence
      • Too many tasks
    • Hours:
      • Hours were reassigned but didn't add up
    • Support:
      • Ticket is created
      • Ticket is edited
      • Ticket is closed
      • Ticket is reopened
      • Ticket is open and idle
      • Status is selected
      • Status is deselected
      • Status is not selected
      • Status is not deselected
      • New mail
    • Tasks:
      • Task is created
      • Task is edited
      • Task is closed
      • Task is approved
      • Task is added to pool
      • Checkin on the task
      • Task starting
      • Close to deadline
      • Registration has exceeded estimate
      • Registration without estimate
      • Task repetitions have changed
      • Contrib. margin below threshold
      • Contrib. margin close to expected
      • Status is selected
      • Status is deselected
      • Status is not selected
      • Status is not deselected
      • Responsible changed
      • File changed
    • User:
      • Send reminder at specific time
      • Send reminder when work day has ended, and user is still checked in
    • Work plan:
      • Registration change
  • Valid dates: Choose between a variety of valid dates for the action to occur e.g. daily, weekly or yearly
  • Handle public holidays: Choose whether or not holidays should be included when reminding users
  • Start time: The time the action should begin
  • End time: The time the action should end
  • Can be used by all: If marked, every user in your system can use it
  • Notification: You can mark as many as you wish by marking the ones you want, where some of them allows you to setup static texts or premade templates:
    • Pop up window
    • SMS:
      • SMS text: Choose between one of the following:
        • Standard
        • Static text: Allows you to customize the text
        • SMS template: Allows you to choose a premade SMS template, if any
    • Message
    • Notification
    • Email:
      • Email text: Choose between one of the following:
        • Standard
        • Static text: Allows you to customize the text
        • HTML template: Allows you to choose a premade HTML template, if any
        • HTML template, no other info: Allows you to choose a premade HTML template, if any, with no extra information attached to it
  • Receivers:
    • Users: Choose as many users as you want, that should receive the reminder
    • Responsible: If marked, the responsible user for the object receives the reminder
  • Additional receivers:
    • Contact person: If marked, the object's contact person receives the reminder
    • Persons: Choose as many persons as you want, that should receive the reminder
    • Additional email: An additional mail you want to send to
    • Additional SMS: An additional text you want to send out with an SMS
  • Which tasks?:
    • Tasks: Choose from one of the following:
      • All tasks: Choose all the tasks
      • Selected tasks: Choose as many tasks as you want
  • Which process does the task belong to?:
    • Process: Choose from one of the following:
      • (not relevant)
      • Selected processes
  • Which company does the task belong to?:
    • Company: Choose from one of the following: 
      • (not relevant)
      • Selected companies
  • The work area of the task:
    • Work areas: Choose from one of the following: 
      • All work areas: Choose all the work areas
      • Selected work areas: Choose as many workareas as you want
  • Who is responsible for the task?:
    • User: Choose from one of the following: 
      • All users: Choose all the users
      • Selected users: Choose as many users as you want
  • Which filter should the task match?:
    • Filter: Choose from one of the following:
      • My planning filter
      • Return
      • Waiting
      • Waiting approval
      • Waiting from extranet
      • Waiting planning

When you are done, press the Save button.