The Expert Allocated Moving Rule automatically moves to a specified status once a User is manually allocated. Adding an Expert Allocated Moving Rule

Create your first workflow using the Workflow Builder. The workflow builder is a powerful, easy-to-use interface. It allows you to create, update and modify workflows- without any need for code or coding knowledge! With the Workflow Builder, you can: Build custom forms and actions Add automated events Add statuses Decided when and how your workflow moves status with…

The Amber Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so an amber flag alert will be automatically placed on a Task when particular requirements are met. Adding an Amber Alert Automated Event Check the Business Hours Only? checkbox if you want the Amber Alert event to only happen during…

Email Templates pre-populate the content of an email, saving you and your team from repeatedly typing out the same emails to your clients. Creating an Email Template Note: Tags are used to generate and display information from the Task, allowing each email to be customisable to the recipient/subject. Example Email Template