
Mass task builder for Creatio
The module allows you to schedule a series of activities for a selected group of clients with intelligent time and date distribution, taking into account the work schedule and specified time limits, in one click.
Overview
Product overview
Product description
A powerful tool for automating the creation and distribution of tasks among a group of counterparties. The module allows you to schedule a series of activities for a selected group of clients with intelligent time and date distribution, taking into account the work schedule and specified time limits, in one click.
Use cases:
- Sales departments for scheduling calls and meetings with clients
- Customer support departments to distribute calls between operators
- Recruitment agencies for scheduling interviews
- Insurance companies to organize property inspections and consultations
- Real estate agencies to schedule property showings
- Beauty salons for scheduling clients to different specialists
- Car service centers for scheduling car maintenance
- Consulting companies for organizing audits and consultations
- Real estate companies for organizing real estate inspections
- Telecommunication companies for scheduling connections and maintenance
- Technical support services for the distribution of specialist visits
- Companies selling sophisticated equipment for product demonstrations
- When using any business processes that require systematic planning of activities with a large number of counterparties
Key features:
- Bulk creation of tasks for a selected group of counterparties with the same goal and responsible person parameters
- Smart time scheduling taking into account weekdays and weekends
- Flexible setting of time intervals for starting and ending activities during the day
- Automatic distribution of tasks to the next working days when the daily limit is exceeded
- Built-in notification system for responsible persons
- Intelligent adaptation of the schedule to the current time
- Ability to automatically set the activity duration depending on the activity category
- Ability to edit the duration of each activity
Notes:
The mass task scheduler is especially effective in such cases:
- Organize consistent meetings with a large number of people
- Optimize the working time of specialists
- Automate task scheduling with uniform parameters
- Ensure even distribution of the workload
- Take into account separate, specially allocated working hours and days off when scheduling tasks
Pricing
Monthly
Annual
Standard
$
10.00 / 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
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
1.0.0
8.2.0 and up
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.
Compatibility notes