Mass task builder for Creatio
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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

Key Features

Built-in notification

Built-in notification system for responsible persons

Categories

Category

UI Framework

UI Framework
Freedom UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
8.2.0 and up

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?
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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

Compatibility notes

Compatibility notes
Requires Customer 360 installation.

Product compatibility

UI Framework

Freedom UI

Deployment Options

Cloud

DBMS

PostgreSQL
MS SQL

Platform

.NET Framework

Compatible with Creatio

8.2.0 and up

Versions

Versions history

Version
Compatibility
Release date
1.0.0
8.2.0 and up
26.03.2025
Release summary
Initial release

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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