Adding New Beat
Beats refer to recurring schedules or patterns used to manage tasks or activities, often in sales and service contexts.
Schedules: A separate section for accessing and managing schedules.
- Beats are similar to schedules, but a beat can be assigned to a single user unlike schedules.
You can create a beat, in two different ways.
In your Thriwin account in side navbar, navigate to channels > others > beats.
Creating a beat in beats section
In your Thriwin account in side navbar, navigate to channels > others > beats.
- Adding a new beat is creating a schedule as required and adding tasks in the beat.
- On clicking the ADD button we can add a new beat.

- On clicking the ADD button, the screen will be navigated to beat addition which consists of two sections.
- First one is schedule information for the beat.

- In this section the schedule information is taken, the summary of the schedule is shown at the end in Summary.
- In the second section the task addition to the beat is done.

- On clicking the Add Task button a popup is opened which takes the task information
- We can add multiple participants at a time to create activities with all the participants.
- We can use LISTS here.
- On selecting lists from entities and selecting a required list in participants will create the activity individually with all the members in the list.

- After clicking on the Add button, all the added tasks will be shown in the Tasks section.

- After all the tasks are listed as above, we can delete a task if not necessary in the beat from here.

- On clicking the delete icon beside every task, a task can be deleted from the beat.
- Before deleting the task a confirmation pop up is shown.

- After adding all the required tasks, clicking on the SUBMIT button creates the beat with the tasks added.
- Beat can be used to schedule different activities to different contacts / companies
Creating a beat by configuring schedule
- Add and configure a schedule or configure an existing schedule.

- Now as we are directly configuring a schedule we can skip schedule section and add tasks as said in the first approach.
Note: You cannot assign duplicate i.e.; same activity and same entity like company or contact to same user for a beat.
Clone Beat
Cloning a Beat copies its tasks to today's timeline, allowing for quick replication of activities scheduled for a future date. This helps streamline task management by automatically adding them to the current day's agenda without re-entering each task manually.
To clone a beat, Click on

in the beat’s row and choose

to clone a beat.
Need More Help?
For further assistance, feel free to contact our support team. Visit our Support Center for detailed help and FAQs.