creating groups of template tasks or notes when converting

Your suggestions for future versions of EssentialPIM

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wuzzle
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creating groups of template tasks or notes when converting

Post by wuzzle »

Heyllo there,

I could see some very big workflow improvements for when you want to convert a mail into multiple tasks and or notes for cases where you want the same things to happen repeatedly.

Scenario: A business gets a mail with an order. That order results in several tasks regarding a few different compartments of that business. Like a production task, a task for billing and a note to store the mail with the attached pdf/order. If you want to create a task for every compartment you can currently create some template and add each task for each compartment/employee separately as well as a note. It may result in a lot of separate steps like selecting the correct template, filling out information and doing the same for each case.

Idea: You could add a way to trigger several templates at once with a kind of template group. That way you could semi-automate the creation of tasks for several different occasions for recurring processes.
admin
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Re: creating groups of template tasks or notes when converting

Post by admin »

Thanks for the suggestion, sounds interesting. Will think about possible ways of implementing it.
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