How to Create a Beat

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.

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