We're currently building a new module called WorkGuru workflows.
The point of this module is to allow you to automate some of the pain-in-the-butt things that you're currently doing manually, or optimise your workflows to make things a bit nicer.
This thread is for customer suggestions about what you'd like to automate.
Some current examples are When a project is completed - mark all tasks as complete.
When a Project Status Changes - send an email to the Client / Project Manager letting them know of the status change
When a PO is received, if the value is greater than the ordered value - email the project manager.
Give us your best ideas and we'll see how we can incorporate them!
7 Votes
20 Comments
Sorted by
J
Joel Pridhamposted
8 months ago
Upgrades to Assets.
Have an activity on an Asset that automatically sends an email to an input email address (client or Internal team) on the due date selected.
To serve as a reminder system to get the asset serviced.
Also would be good to add projects to an asset that are for a different client other than the client selected under the asset.
4 Votes
A
Ash McKerrowposted
8 months ago
If a Production Job has a Status "Waiting for Material", (because SoH is lower than required)
Once a PO is received and the SoH levels are now higher than required to complete the Production Job.
Notify Production Manager that, Production Job 1234, can now be picked as there is enough SoH
0 Votes
T
Tahlia Rosierposted
8 months ago
Once a project has been invoiced automatically change the status of the project to "completed" so it's removed from the open list.
3 Votes
M
Morgan Rodgersposted
8 months ago
To expand on the "When a PO is received, if the value is greater than the ordered value - email the project manager'' , it would be a very handy tool that when any PO is received, an email is sent to the Project Manager that the goods have arrived.
1 Votes
f
fred@suresafehss. com. auposted
8 months ago
When a lead is created, it would be great if it could automatically create an activity.
If you make a lead, you want to follow it up, right? Having an activity means it reminds you to follow it up.
The way it is too easy to forget to make an activity for a lead.
Also, it would be great if there was a way to get it to send you automatic emails when an activity is due so that you can remember to follow up.
We're currently building a new module called WorkGuru workflows.
The point of this module is to allow you to automate some of the pain-in-the-butt things that you're currently doing manually, or optimise your workflows to make things a bit nicer.
This thread is for customer suggestions about what you'd like to automate.
Some current examples are
When a project is completed - mark all tasks as complete.
When a Project Status Changes - send an email to the Client / Project Manager letting them know of the status change
When a PO is received, if the value is greater than the ordered value - email the project manager.
Give us your best ideas and we'll see how we can incorporate them!
7 Votes
20 Comments
Joel Pridham posted 8 months ago
Upgrades to Assets.
Have an activity on an Asset that automatically sends an email to an input email address (client or Internal team) on the due date selected.
To serve as a reminder system to get the asset serviced.
Also would be good to add projects to an asset that are for a different client other than the client selected under the asset.
4 Votes
Ash McKerrow posted 8 months ago
If a Production Job has a Status "Waiting for Material", (because SoH is lower than required)
Once a PO is received and the SoH levels are now higher than required to complete the Production Job.
Notify Production Manager that, Production Job 1234, can now be picked as there is enough SoH
0 Votes
Tahlia Rosier posted 8 months ago
Once a project has been invoiced automatically change the status of the project to "completed" so it's removed from the open list.
3 Votes
Morgan Rodgers posted 8 months ago
To expand on the "When a PO is received, if the value is greater than the ordered value - email the project manager'' , it would be a very handy tool that when any PO is received, an email is sent to the Project Manager that the goods have arrived.
1 Votes
fred@suresafehss. com. au posted 8 months ago
When a lead is created, it would be great if it could automatically create an activity.
If you make a lead, you want to follow it up, right? Having an activity means it reminds you to follow it up.
The way it is too easy to forget to make an activity for a lead.
Also, it would be great if there was a way to get it to send you automatic emails when an activity is due so that you can remember to follow up.
5 Votes
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