Banza service task manager for Creatio
Easily manage a chain of activities of the case life cycle
Overview
Product overview
Product description
Banza service task manager for Creatio allows you to create a chain of activities according to the selected service agreement or service order. Using this functionality, you can automate cases depending on the selected service.
Use cases:
The extension will be useful for companies that have a large number of services,
For example:
- The process of hiring employees by the HR department;
- The process of approval for structural changes in the company requiring the approval of several instances;
- The process of performing service work, in which several units are involved.
Key features:
- Creating a chain of activities, depending on the service and with the possibility of changing the case status, creating a new case, and closing the case (contingent on the result of the activity).
Pricing
Monthly
Annual
Banza service task manager for Creatio cloud / on-site subscription
$
275.00 / month
billed annually
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Setup guide
- To create task templates, you need:
- Go to [System designer] 🠒 open section [Lookups] 🠒 find and open the [Task manager] static lookup folder;
- Create task types for each necessary activity;
- Create task results by task type;
- Create a responsible group type for each task type.
- To create a task route, you need:
- Go to the [Services] section 🠒 open the necessary service 🠒 go to the [Task manager] tab;
- Choose the task type into [Task templates] detail, specify the correspondence of the result to the next step of the route and select the responsible group.
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.0
8.0.0 and up
Release summary
Case automation depending on the selected service.
Automation of the processes of companies that have a large number of services.
Creating a chain of activities.
Automation of the processes of companies that have a large number of services.
Creating a chain of activities.
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.