Automated tasks
Automated tasks allow you to create one or more tasks when particular events occur in EventWorks. These are currently:
When an event is created
When an event is contracted/confirmed
When an event status is changed
This feature allows you to calibrate new tasks to be created automatically when any one of the above triggers is hit. A few examples of this could be a reminder to create an invoice 2 days after the event status is changed to Contracted, or for a follow up phone call to be scheduled for a week after a new lead has been created. You can also set the automated task to trigger upon an event status change, meaning you can keep on top of progressions for all events in your portfolio.
Taking the follow up phone call as an example, you may wish to generate a task automatically to prompt a follow up call a week after an event with the status "New" is created.
To do this, go to the settings page by clicking on the cog at the top right and then General Settings > Other > Tasks.
Click Create
Fill in the necessary information to determine when the task is created, and when it should be due. This is explained in more detail below.
Click Save
Label - The title of the task that will appear in your task list
Event - The event that triggers the creation of the task
Event type - Use this field if you want to restrict the task creation to specific event types
Task type - The task type that is set on any created tasks e.g. Phone call, Email, etc.
Task priority - This allocates the priority level of the task.
Task status - Here you can set the task to one of three statuses: Incomplete, In progress, or Complete.
Task due date - When the task should be due relative to either the date the event was created, the date the event was contracted, and the date of the event itself. If you wish to specify a number of days before a particular date, enter a negative number of days as seen below:
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When an event is created
When an event is contracted/confirmed
When an event status is changed
This feature allows you to calibrate new tasks to be created automatically when any one of the above triggers is hit. A few examples of this could be a reminder to create an invoice 2 days after the event status is changed to Contracted, or for a follow up phone call to be scheduled for a week after a new lead has been created. You can also set the automated task to trigger upon an event status change, meaning you can keep on top of progressions for all events in your portfolio.
Taking the follow up phone call as an example, you may wish to generate a task automatically to prompt a follow up call a week after an event with the status "New" is created.
To do this, go to the settings page by clicking on the cog at the top right and then General Settings > Other > Tasks.
Click Create
Fill in the necessary information to determine when the task is created, and when it should be due. This is explained in more detail below.
Click Save
Configuring Automated Tasks
Label - The title of the task that will appear in your task list
Event - The event that triggers the creation of the task
Event type - Use this field if you want to restrict the task creation to specific event types
Task type - The task type that is set on any created tasks e.g. Phone call, Email, etc.
Task priority - This allocates the priority level of the task.
Task status - Here you can set the task to one of three statuses: Incomplete, In progress, or Complete.
Task due date - When the task should be due relative to either the date the event was created, the date the event was contracted, and the date of the event itself. If you wish to specify a number of days before a particular date, enter a negative number of days as seen below:
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Updated on: 08/09/2020
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