How to Create a Beat

Creation of a beat made simple - Step by Step Guide

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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