The Activities PRO for Creatio application allows you to automate the repetition of activities, see other activities of participants while creating a new one and select meeting rooms with agendas and protocols.

Use cases:

Suitable for companies that want to automate activities, have repeating activities, want to schedule meetings with meeting room selection, have activity protocols, control participant engagement or need more activity-related notifications.

Key features:

• The application is installed as a separate workspace in your CRM;
• The application helps to conduct meaningful activities using the following tabs: agenda and protocol, participants, subtasks;
• The application allows you to customize templates for automated activity generation;
• The application contains plentiful notifications related to activities.

Agenda: Allows you to fill a meeting agenda and generate an activity protocol based on it.

Protocols: The application stores all protocols that were generated based on the activity agendas in the «Activity Protocols» section.

Repeating tasks:

• When creating an activity, the app adds the ability to create a repeating task;

• The application allows you to configure the conditions of activity repeating patterns: repeating frequency (daily, weekly, monthly, annually) and until what time repeat this activity.

Notifications:

• Allows you to send invitations to activity participants, monitor attendance, and see who declined the invitation;

• Adds the following notifications: 

  •     about changes in activity properties (start time, end time, title, status, etc.)

  •     invitations for added participants, 

  •     about removing participant from the activity, 

  •     when the status of a subtask changes,

  •     a reminder before the activity starts,

  •     a reminder before the end of the activity,

  •     about overdue activities.

Subtasks: Allows you to add subtasks to the main (parent) activity. Subtasks have the same functionality as regular activities.

Meeting rooms:

• The application adds a «Meeting rooms» where you can list all meeting rooms in your company with all necessary info about them;

• It allows you to select a suitable meeting room for a meeting;

• The application displays a warning message if the user has selected a meeting room that is already occupied by other meetings during the time of his activity.

Busyness of participants and meeting rooms:

• When selecting activity participants and/or meeting room for an activity, the app displays a calendar with all activities for the selected records, which allows you to conveniently schedule activities for everyone's free time;

• Adds the ability to select multiple participants in a row — you no longer need to add one entry at a time.

Settings: The application has a separate section for settings — “Activities PRO Settings”. You can enable and disable the application modules as suits you best.

Notes:

The application installs as a separate workspace in the CRM system. The application settings are located in a separate section in the Studio workspace by default.