Tip#69: Customize Due Dates and Trigger Email Notifications

Tip#69: Customize Due Dates and Trigger Email Notifications



The growth of an organization depends more on gaining the trust of its customers. The first step in establishing confidence is when consumers receive their finished product within the promised timeframe.
 
When employees are assigned to multiple tasks and multiple teams collaborate in completing the work, it can be difficult to determine which task requires the most attention or is approaching its deadline.

For instance, Zylker, a software company, creates new application features which involve design, development, testing, user education, and release. Each team should be set with an SLA for the features to be released on time. So as and when the card moves to a stage, the due date field has to be updated and the user has to be notified before the stage reaches the due date.



In Qntrl, you now have the option to customize the Due date field with your preferred time and trigger an email notification to the assignee or card owner to prioritize the task. You can set this condition in all the required transitions, ultimately resulting in notifying the employee before the deadline. This can be achieved using the Update field and Send email criteria in the After transition.



We hope this tip is useful for you. If you have any suggestions or questions, do email us at support@qntrl.com.
                   
                                       Help resources:  Qntrl KB | Tutorials | Short Help Videos | How-to videos | What's New

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • 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 templates
                                              • Qntrl'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 new
                                              • Tip #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 beginning
                                              • Tip #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 business
                                              • Onboard 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


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now