Creation of a beat made simple - Step by Step Guide
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Adding New Beat
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 Addbutton, 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 SUBMITbutton creates the beat with the tasks added.
Beat can be used to schedule different activities to different contacts / companies.
You cannot assign duplicate i.e.; same activity and same entity like company or contact to same user for a beat
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