Question

Draft standard message and include in to-do?

  • 4 October 2021
  • 1 reply
  • 16 views

Is if possible to draft a standard message and include that draft in the to-do for the day? 


1 reply

Userlevel 6
Badge +9

Are you referring to tasks within a work order?  Any message included in the Add a task description box will stay with the template every time it is used.  

 

We use this to further describe the task or save a templated message.  For example, if the task is something like advise the client how to do ‘the thing’, we will include the instructions to do ‘the thing’ so the team member can just copy those instructions and include them in the communication they are preparing.

 

If I am on the wrong track, let me know and I would love to try to help.

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