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How to Create Automated Tasks for Deals and Projects

Use eWay-CRM Workflow to Generate Auto Reminders.

When you customize the default workflow or create a new one, you may also want to create a task to remind you about a required action, e.g. call a client, send a proposal, make a follow-up call, etc.

Tasks can be triggered while you move a deal from one status to another and click the Save button.

Prior to creating automated tasks, pay attention to users names and make sure that email addresses are specified in the Users accounts. You will need to use these values in SQL commands.

User Card

  1. In the workflow diagram wizard, you will see a window for creating actions. Click Add Action.

    Add Action

  2. Select CreateTask from a drop-down menu and hit Next.

    Select Create Task Action

 

Create Task for Yourself as a Single User

Fill in the fields following the instruction below:

Subject: name of a task (e.g. Send Proposal).
From: your email address.
To: your email address.
Due Date: copy and paste the command

SQL#select getdate()+X

where X is the number of calendar days after the task creation.
E.g. if you want a task to be due to in 3 days after the task creation, type

SQL#select getdate()+3

Priority: Normal, High or Low (optional).
Superior Item: click Edit and copy and paste one of the commands below:

For deals
select '$CURRENT_ITEM[ItemID]' as ItemID, 'Leads' as FolderName
For projects
select '$CURRENT_ITEM[ItemID]' as ItemID, 'Projects' as FolderName

Example of Create Task Action

Create Task for Deal/Project Owner

Fill in the fields following the instruction below:

Subject: name of a task (e.g. Send Proposal).
From: email address of a delegator; this is an email address specified in the eWay-CRM user account.
To: copy and paste the command

SQL#select email1address from users where ItemID = '$CURRENT_ITEM[OwnerGUID]'

Due Date: copy and paste the command:

SQL#select getdate()+X

where X is the number of calendar days after the task creation.
E.g. if you want a task to be due to in 3 days after the task creation, type

SQL#select getdate()+3

Priority: Normal, High or Low (optional).
Superior Item: click Edit and copy and paste one of the commands below:

For deals
select '$CURRENT_ITEM[ItemID]' as ItemID, 'Leads' as FolderName
For projects
select '$CURRENT_ITEM[ItemID]' as ItemID, 'Projects' as FolderName

 

Example of Create Task Action

Create Task for Specific User

Fill in the fields following the instruction below:

Subject: name of a task (e.g. Send Proposal).
From: email address of a delegator; this is an email address specified in the eWay-CRM user account.
To:

SQL#select email1address from users where username='X'

where X is a user name specified in the eWay-CRM user account. E.g.

SQL#select email1address from users where username='jim'

Due Date: copy and paste the command

SQL#select getdate()+X

where X is the number of calendar days after the task creation.
E.g. if you want a task to be due to in 3 days after the task creation, type

SQL#select getdate()+3

Priority: Normal, High or Low (optional).
Superior Item: click Edit and copy and paste one of the commands below:

For deals
select '$CURRENT_ITEM[ItemID]' as ItemID, 'Leads' as FolderName
For projects
select '$CURRENT_ITEM[ItemID]' as ItemID, 'Projects' as FolderName

 

Condition Editor

After you finished the wizard, wait for 30 seconds for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.

eWay-CRM Synchronization

As a result, when you click on the required status and hit Save, a new task will be created automatically.

Tasks Tab

 

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.