Kõik perioodiliselt tehtavad tööd tasub korduvaks seadistada, nii ei unune ükski töö ära.

Kuidas seadistada ülesandele korduvust?

Lisa kliendi tööplaani korduvülesanne, et ei peaks iga kuu uuesti ülesannet sisestama

Kuidas lisada korduvülesannet?

Eemalda korduvülesanded oma töölaualt ja kliendi plaanist.

Kuidas kustutada korduvülesannet?

Kuidas koostada ettevõtte projekti tööplaani malli?

Enda vajadustele vastavate mallide läbimõtlemine ja koostamine on sujuva töövoo põhiline alustala.

Kuidas lisada malle?

Muudad tööplaane mitmele kliendile? Nüüd saad muuta mitme kliendi tööplaane samaaegselt. Vali, milliseid kliente, ülesandeid ja checklisti uuendada — nii säästad tunde käsitööd ja ühtlustad töökorraldust kogu kliendibaasis.

Kuidas uuendada kliendi ülesandeid mallist?

Seadista korduvad ülesanded automaatselt algama vastavalt kliendi kuupäevalistele lisaväljadele.  Ülesande korduvus kohandub dünaamiliselt, kui kliendi kuupäevaväli muutub.

Kuidas kasutada kuupäevalisi kliendivälju kliendi tähtpäevade jälgimiseks

Rain

Mallid ja korduvülesanded

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