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.
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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
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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
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