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
Page HTML to PDF
Hello everyone, I have a pdf template, but because zoho has limitations in the builder. I made the template in aPages. The question is, how to export the pages as PDF? Thank you very much.Issues with certain CRM, Desk & webhook blocks in Guided Conversations
Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: CannotZoho Sign API lacking clarity
I'm trying to use Zoho Sign to embed a document for signing into a web application, and the documentation is proving to to be lacking something. Some issues... 1) No clarity if the API only works with a document uploaded through the API -- it would be【Zoho CRM】キャンバス機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からキャンバス機能のアップデートをご紹介します。 新たに追加された「可変式ボックス」では、データの表示方法を柔軟にカスタマイズ可能です。画面サイズやデバイスに応じてレイアウトが自動調整されるため、より快適なユーザー体験が実現します。 【目次】 可変式ボックスとは 主要機能の詳細 より高度な可変式ツール 1.可変式ボックスとは 可変式ボックスをレイアウトに組み込むことで、高いカスタマイズ性と柔軟なデザインが可能になり、データの視覚化やユーザーインタラクションがより効果的に行うことができます。以下が可変式ボックスが備える主要な機能の概要です。Notebook for watch no longer in Play store.
I had to reinstall Notebook on my Galaxy Watch 7. Alas: the app is no longer available in the Play store. What now?move notebooks to another notebook?
Do I have the ability to add one or more existing notebooks to another notebook? For example, I have an existing notebook named Dog, with several articles in it, and I would like to move it to another notebook called animals?Import from OneNote
Is there a way to import notes from OneNote?Add export option that only export one or selected notebooks
Currently the export function will export ALL data every time, this not only wastes user bandwidth, disk I/O and local storage space, but also consumes more resources on the server. Partial export should be a very basic and easy-to-implement feature.Zoho Creator Mobile app no Default Workspace
When I use the Zoho Creator mobile app I do not get a default workspace. This is occurring for me and another new user. I believe this is an issue with Zoho One / Zoho Creator. I have tried working with support and it's been over a week of no solutionKaizen #189: Manipulating Multi-Module Lookup (MML) Field using Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In this post, we explore the Multi-Module Lookup (MML) field in the Appointments module of Zoho CRM. You learn what an MML field is, how it works, and how to use it with Zoho CRM APIs. Table of Contents:Xcode 16.2
I am facing multiple bitcode enable issue with Zoho. Which version is compatible with xcode 16.2 or version with out bitcode Flutter 3.27.4 pod 'ZohoDeskPortalCore' pod 'ZohoDeskPortalServices'Unable to invite contacts
Hi! I'm unable to invite contacts as end-users from my trial account. The green pop-up displays "Invited succesfully" but the email never arrives, nor the re-invitation - even though it's "sucessfully" as well. Tried with several e-mail accounts, evenSet expiration date on document and send reminder
We have many company documents( for example business registration), work VISA documents. It will be nice if we can set a expiry date and set reminders ( for example 90 days, 60 days, 30 days etc.,) Does Zoho workdrive provide that option?Refresh Page Or View After Workflow-Triggered Rule
Good Morning, Is this feature that's discussed on this CRM thread available on Recruit? https://help.zoho.com/portal/en/community/topic/refresh-page-or-view-after-workflow-triggered-ruleForward, attach, or flag email to an open ticket.
Hi, when resolving customer requests through tickets in Zoho Desk, it is very common to receive emails from suppliers or third parties in Zoho Mail accounts or email groups that are not registered in the system. Is there any way to forward these emailsNeed help adding Zoho Vault License
"Proceed" is grayed our when i try to add 5 more license on our Zoho Vault account. Thanks'call for best price' option
Hi guys, Pricing of items that we sell to end-customers changes often, so I don't want to put up a 'static' price, but would like to have the option to 'call for best price', or what-ever the best wording is.. Has anybody got a suggestion on how to doModifying product search in invoice field
Hello, I imported my product list in Books. Since I have many products with the same name, but with different order units, and that Books doesn't permit same names in items, I used ID's number has product name, and put the product name in the description.How do I embed the webinar into a webpage?
All I can seem to do is embed the signup form. This is cheesy. Surely they must have fixed this by now, right? How do I do it?404 Error When Using record_cursor in ZOHO.CREATOR.DATA.getRecords (js api)
Iam working on fetching all records from a Zoho Creator report using the Get Records API (V2.1) with the following recursive function: js CopyEdit // Recursive function to fetch records using record_cursor from the response function fetchAllRecords(recordCursorAdd haptic feedback when QR / barcode is scanned
Hi, One of my user has a Creator App and scan QR codes. He suggests a haptic feedback is a great addition to validate that the QR code is effectively scanned and inserted in to the field. He is using an iPad for scanning. Thank you !Input list of records in Lookup
Salut, I have 2 scripts that input list of records in a lookup. The first on works fine, the second one doesn't and I do not know why. The only differences, is that the first one input in a lookup a list of records from an actual lookup field, and withIn line code commenting in Deluge
A request to enhance readability: currently you can add 'in line' comments for Deluge code, but after you save and reopen, the comments are moved down to the new line. i.e. info "test response"; //this is a info statement for a test response gets changedDelete purchase order
Buenos días, quisiera su ayuda para retirar los documentos adjuntos, ya que necesito iniciar sesión nuevamente para la venta de unos vehículos.Zoho One Groups and Departments - how are they used ?
I've seen that Zoho One has the ability to create Groups and Departments, however they don't seem to do anything ? There is no ability to pick up these same groups in ; Zoho Analytics, Zoho Forms, Zoho Vault for just starters . Why aren't the Zoho OneAutomate Note Creation for Service Appointments
Hi Latha, I hope you're doing great. Thank you for your continued support in helping resolve previous issues — it's truly appreciated. I'm currently working on automating another workflow using Deluge in the Service_Appointment module. Specifically, IDate & Time Field | Minimum 24 hour notice.
I'm trying to use Zoho Forms to build a booking request form. I have the date and time field selected as the field users can select their booking time for. My issue is I need a minimum of 24 hour notice for each appointment. I have it sent to only futureI can't understand Quiet Mode
I want to set my Zoho mail notifications to only show during set times. I only want to see my notification pop-ups from 9am-5pm Monday-Friday. Or, in another words, I don't want to receive pop-up notifications between the hours of 5pm and 9am and forAdd subform record on data import
I have some data pulled from analytics. I also have a "Projects" form with an "Assignments" subform linked to the "Assignments" form (not a blank form). Now when I edit a Project record, I can add new assignments manually and it will add the records inUpdate Main Form Date with Most Recent Subform Submission Date
Hello, I have a field in my main form (equipment info) with the "date of last equipment inspection". I have a subform (equipment inspection) That wheen submitted for a piece of equipment I would like the submission date of the subform (equipment inspection)Need Help with MX Record Verification
Dear Zoho Mail Support Team, I’m setting up Zoho Mail for my domain "nexiumdynamics.com" and have already added the MX, SPF, and DKIM records as instructed. The domain DNS is managed through Odoo. However, the MX record verification on Zoho Mail is still¡Participa en los Zoholics Awards 2025!
¿Tu organización utiliza el software de Zoho de una forma innovadora? ¿Has logrado resultados dignos de noticia con nuestras aplicaciones? ¿O tienes un caso de uso especial de Zoho que te gustaría compartir con el mundo? Si es así, ¡este es tu momentoEmail Stuck in "Retry Queue" – Host Not Reachable
Hello everyone, I’ve been encountering an issue when trying to send emails. Although the email appears in my Sent folder, it doesn’t reach the recipient, and I see the following status: In Retry Queue Temporary failure when delivering email to the recipients.Identify, Qualify and Retarget Potential Leads Using Zoho SalesIQ & Campaigns
Finding the right leads can often feel like guesswork. Because not all your website visitors are worth targeting — some may just be browsing, while others may have landed in there by accident. So how do you filter out the noise and focus on those whoDon't Receive Email
Hi, I would like to report a problem . One of registered email in my organization is info@kedata.id . that email is used to register into MongoDB atlas. But for that case, i have a problem which the email of verification code from MongoDB atlas haven'tLaravel - Failed to authenticate on SMTP server
For some reason, I cant send e-mails from my Laravel app Error: Failed to authenticate on SMTP server with username "myuser" using the following authenticators: "LOGIN", "PLAIN". Authenticator "LOGIN" returned "Expected response code "235" but got codeCustom View Row Limit?
Is there a way to view more than 5 rows on a "Custom View" component on a user's homepage? I didn't see an option when creating or editing it. I'd like to be able to show the users 10 tasks at a time if possible.Unable to import canvas template to canvas forms
I'm unable to import exported canvas template to canvas form, the canvas form not recognizing the template code plus the canvas import prompt title is (Create your own form page) instead of import, find the attached screenshot Please adviseRemote Control Functionality During Screen Sharing in Zoho Cliq
Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take controlPower of Automation :: Automatically Approve/Reject the associated timelogs of Issues
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateNext Page