Tip #39: Create tasks periodically using Qntrl
Every business has a set of routine tasks that are to be repeated periodically. This might include standard procedures like sanity checks, security audits, expense audits, customer follow-ups, and so on. Since they are mundane, there is a chance to miss the task in the every day pile of work. Missing out to perform such tasks might lead to unfavorable consequences in the long-run.
To overcome this and to always keep a tab on repetitive tasks, we recommend automating your organization’s recurring tasks using Schedules in Qntrl.
Schedules
are used to trigger custom functions periodically or at defined time intervals, viz. weekly, monthly, and yearly. To create periodic tasks in Qntrl, a custom function to create a new card can be triggered at the required time interval using Schedules.
How to create Schedules for periodic tasks?
Create a schedule with daily/weekly/monthly
Frequency
and set a preferred
Start Date
. In the
Custom Function
field, select
Create_Job
function under Function Gallery. Configure the arguments like orgName, jobTitle, and layoutID and click
Save as New.
Learn how to configure Create_Job custom function. Now,
Save
the schedule.
In the above schedule, a new card will be created on the 1st of every month reminding your employees to carry out sanity checks. Similarly, Schedules can be used to automate various repetitive actions in Qntrl.
We hope you find this article helpful. Let us know how Schedules are useful in your organization. In case of any queries or suggestions, please leave a comment below or email us at support@qntrl.com.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Saranya Baskaran Lakshmi
Sticky Posts
Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly
Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them. Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templatesQntrl's 2023 year in review
This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This newTip #61: 5 different ways to create Cards in Qntrl
Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginningTip #17: Stay informed of significant business impact using Orchestly
With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates. Orchestly recognizes such requirements and provides adaptable solutions for all businessOnboard faster with Orchestly's Tutorials
We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly. Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management. We're looking forward to document more customer-centric
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Happiness Feedback Report
Hello, I want to see all the feedback, which has been left on ratings in a report for all past tickets. Unfortunately, the pre-built happiness dashboard only lets you go back one month. When I create a report, I cannot add the column 'feedback' and IInterest on late payments
Is this ever going to be implemented on Zoho Books? It's particularly annoying as its been working so well on Zoho invoice for the last year or so.Awful audio quality
Hi guys I'm using Zoho Cliq (paid) with my team (remote team : France, Madagascar and Tunisia). Unfortunately, we encounter issues everytime on audio call (and more when we use screenshare) with sound quality, audio lag, etc. We spend loooot of time toHow do I see what participants see when I am app sharing in a meeting?
How do I see what participants see when I am app sharing in a meeting? In my view, I only see myself as active, but not the app (keynote on mac)Items: Custom lookup field with values from a custom module?
Use case: I have created a new custom module called Makes to hold the names of thousands of different manufacturers. I am trying to create a custom lookup field for Items that uses the custom module. I am not able to select the custom module for the lookupCanva Integration
Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,Clone Entire Zoho Boooks Organization, including all transactions for testing & training
Can Zoho Books support help with direct cloning of entire Zoho Books & Inventory Organization? including all transactions, just like a copy & paste or disk cloning. Is this possible?Can't change login email address in zoho books.
Hello, Does anyone have any idea how to change login email in zoho books?Zoho Site Vs. Wordpress website - which is better ?
Hi I have a Wordpress website hosted at hostgator. I use zoho CRM for leads , customers, scheduling , etc. I am considering moving my website to zoho sites. What are advantages and disadvantages to using zoho site compared to a wordpress website? On a scale of 1 to 10 , how good is zoho sites? zoho sites with being found by potential customer searching the web for products , services? I sell and service business phone systems into local markets in California. My goal would be to increaseBank Reconciliation Reports Do Not Have the Requisite Information Needed for a Proper Bank Rec Report
Basic accounting practices for bank reconciliations dictate that bank reconciliation reports have the following components: Date or Period of Reconciliation: The report should clearly state the date for which the reconciliation is being performed, typicallyHow to record chargeback in zoho books?
Hi all, Does anyone know how to record a chargeback transaction in zoho books? Thanks, Moworkflow fields before assigning the ticket when the client opens the case by email.
I want to create a workflow that forces the technician to complete the mandatory fields before assigning the ticket when the client opens the case by email.Answer to wrong email address
Hi Everybody! When we receive a customer request (let's call him Peter) on our info@abc.com mail address, we manually forward the email message to Zoho desk (support@). Of course, sender of that message is info@abc.com and Zoho opens a new ticket with "info" as the contact name and info@abc.com as email address (nobody can blame Zoho for doing that). We then edit the ticket and fill in contact name (Peter), account name (Peter Ltd) and email address (peter@mail.com) of the customer. When we answerZoho Desk nog sending true Gmail
Desk isn't sending our outgoing e-mail anymore. We can still receive e-mails but not send. I reconnected the email again and disabled the 2FA (to test). If I choose the Desk generated outgoing email address it works just fine. Please assist.Add Hebrew Language Support for Zia Auto-Tag in Zoho Desk
Dear Zoho Desk Team, We hope this message finds you well. We are currently utilizing the Zia Auto-Tag feature in Zoho Desk, which has proven to be quite valuable for categorizing and organizing tickets based on their content. However, we’ve encounteredFooter: Zoho make a big downgrad with new footer option
Every post about the new footer function is negative and all say: its a big downgrade. The idea behind this new function was: Make it more simple. Great, now its faster and more simple to add an footer. But nobody from zoho team think about the more biggerNeed help with Zoho Billing/Subscriptions API
Hello, We need help in figuring out which APIs to use in the following scenarios to process customer payments and manage subscriptions. When 14 days trial period is over and subscription status in Zoho changes to "TRIAL_EXPIRED" , customer comes backMultiple Filters? Question answered many times, but never satisfactorily
Hi. I love Zoho Creator. However, I would like to know more about creating a view that allows users to easily filter the records, using several filters at once. I know many people have asked this before, and mostly the answer given is "Use the search function, and search in each column for the required parameter" However, this is not a satisfactory solution for a number of reasons: 1) You have to know the exact value to search for (sometimes the value might be a two or three word answer)Sendmail with filtered report as attachment - Best practice ?
Salut, I am scripting sendmail workflows with reports attached. I need those reports to be filtered. For example, a 10 subrows order would have 3 different suppliers, and I want those 3 suppliers to receive a copy of the order with only the subrows relatedIssues w/ Screen Share & Accessing via Mobile Web Browsers
1. How do I share my screen while still seeing video of myself & paticipants without rebroadcasting the participant video feeds? All other video conferencing tools provide this feature so not sure if it's a setting I'm missing or a programming oversight. 2. How do I know what screen/application I'm sharing? After selecting the screen/application a notice appears however it is appears on the wrong screen leading to confusion about what participants can actually see. 3. How to I allow participantsTime Limited Coupon or Expiring Link in Workflows
I would like to see a feature where I can include a time limited link in Workflow Campaigns. For example: I could link to a sales page with a discount and set the link to expire after 24h. The link would be generated by Campaigns for each campaign sentOption to duplicate views ( ticket and others)
Hello, I would like to ask for the option to duplicates views, especially ticket views. Often we need to use the views for very particular information, including filtering out custom data. It would be great to allow duplicate an existing View, so it canOption to copy/duplicate Custom Ticket views
Hi Team, Hope you're all well. I was wondering if you would consider a feature on Custom Ticket views: The option to copy or duplicate an existing custom ticket view It would help tremendously for views with a lot of criteria that could be reused multipleDemocratize data visualization across your organization using Chart View in CRM
Hello everyone - As part of CRM for Everyone, we've introduced a whole new set of features. This announcement will focus on one of them: Chart View. Why did we add this view? To put insights directly in the hands of the people closest to the action. Here'sWill Zoho implement DANE?
I know that setting up DNSSEC and DANE is quite a risky process. But it will improve email security. With DANE, a server can verify a SSL certificate before connecting to the server. There are some RFC related to DANE which can be found here: DNS-basedHow do I stop Notifications in Mail?
How does one turn off notifications for our Mail accounts? Why is an answer to such a basic question impossible to find in this community forum? Also, could you point us to the most current user guide so we don't have to spend time asking such fundamentalTurning off self view in Zoho Meeting
Hi Is it possible to turn off/hide self view in meetings? Cant see any options for it. ThanksIs it possible to hide self view in Zoho Meetings
Hi - I want to hide my camera view when conducting meetings in Zoho Meetings. Most of my meetings are one to one with clients & I prefer to focus on them them on the screen? I've searched and cant find any options for this? Thanks RoDarshan Hiranandani : Can I hide my self-view in Zoho Meetings, and if so, how?
Hi everyone, I’m Darshan Hiranandani, looking for a way to hide my self-view during meetings in Zoho Meetings. I find that seeing my own video feed can be distracting, and I’d like to know if there’s an option to hide or disable it. Could anyone providemx.zoho.com servers blacklisted by UCEPROTECTL3
Hello, An MXtoolbox check for my domain showed that UCEPROTECTL3 has blacklisted all three of the zoho MX servers. I am unable to sign up for Zeptomail service for our company transactional emails until this issue is resolved. But this is out of my hands.How to integrate Zoho CRM, Zoho Forms and a WIX Web Site
Attached video demonstrates how to use Zoho Forms included in Zoho One, to design a Contact Us form to be embedded into a WIX web site and integrated into Zoho CRM.Events on Calendar disappeared
hello, Events (e.g. repeating events) disappeared on my calendar for Wed, Oct 2, which led to missing some meetings on that day. What exactly is wrong? This is not the first time this is happening! Please, fix this calendar issue.FICHIER FEC - ZOHO BOOKS
J'ai testé le fichier FEC, disponible depuis quelques semaines dans zoho books pour les sociétés françaises. C'est une grande avancée car nous allons enfin pouvoir importer facilement (sans avoir à réaliser de complexes rapports dans zoho analytics) laERROR CODE :550 - Your message to <xxx@xxxxx.xx> was classified as SPAM.
Hey Team, I'm using Zoho Mail with my own domain, and from some of the recipients I'm receiving following error message: ERROR CODE :550 - Your message to <xx@xxxx.xx> was classified as SPAM. Please add more content, cut down on HTML links, use fewerAllow 3 Subforms in a custom module
We have many custom modules in CRM and every now and then we need more than 2 subforms for a module We are on Zoho One Plan Can you please increase the subfrom limit from 2 to 3 Our current workaround is to create a solution in Zoho Creator and embedTime Zones
Hello, Is there a way to add a time zone in a Deal related to "bid due"? We work on projects across the world and even though some things adjust to my own time zone, I have found that any dates we manually enter - Bid Date, RFI Due Date, etc. do not appearCreate Zoho Project and assign a contact without account
I’m trying to automate the creation of new projects in Zoho Projects using Zoho Flow. In my setup, I often need to assign projects to individual contacts who don’t have an associated Account/Company in Zoho CRM—just a personal contact. When I create aUpdate main form's Lookup value following the completion of a Subform within that same main form
Hi, It's quite a simple request but I'm struggling with getting the deluge to work smoothly. In short, I have a main form (Place_New_Order). Public users will be able to use it. They have a subform to complete with their contact details etc (name, email,ZOHO LOGIN PROBLEM
Hello, my name is Bernice. One of the users in our company is having a problem logging into their system. They had two-factor authentication on their phone but unfortunately, they lost that phone. Now when trying to login to their Zoho people they areNew in CRM: Dynamic filters for lookup fields
Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this formNext Page