Objectifs
- Attribuer automatiquement des tâches ou des rappels lors de la création d'un nouveau contrat
Etapes
Lors de la création d'un nouveau contrat, vous pouvez déclencher automatiquement des tâches et des rappels afin de garantir une gestion efficace et en temps voulu du contrat.
Pour configurer les déclencheurs automatiques de tâches et de rappels,
accédez au menu Paramètres du système→ Préférences du système→ Automatisation des tâches et des déclencheurs.
Dans l'automatisation des tâches et des déclencheurs, vous trouverez l'option permettant de créer des déclencheurs de contrats. Il vous suffit de cliquer sur Créer/télécharger un nouveau contrat/document.
Here, you can specify the tasks that need to be assigned and completed, as well as the reminders that should be sent out to relevant parties.
Specify contract type-based conditions and click "Add Action" to include tasks or reminders.
For each task, you can define the task type, assignees, due dates, title, and any additional details or instructions. These tasks will be automatically created and assigned when a new contract is added to the system, ensuring that all necessary actions are taken within the designated timeframes.
You can add as many tasks as needed, or add Reminders in the same trigger using the "Add More Action"
Similarly, you can configure reminders to be sent to specific individuals. You must define the reminder type, due in period, summary, and the user to remind.
These reminders serve as notifications to keep everyone involved in the contract informed and on track with their responsibilities.
The list of Contracts Triggers will be then tracked under the Tasks and Triggers Automation page, where you can do further actions such as editing or deleting.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
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