Schedule a task

This comprehensive guide explains the two primary methods of task scheduling in Thriwin CRM - Schedule for Now and Schedule for Later.

Schedule for Now

• Description:
  • Tasks completed immediately after form submission
  • Instantly added to the timeline
  • No future scheduling involved
• Screenshot: (Screenshot 1: Activity form with 'Schedule Later' option not selected)

• Key Points:
  • Immediate task completion
  • Automatically marked as completed
  • Instantly reflects in timeline

Schedule for Later

Non-Recurring Task

• Description:
  • One-time task scheduling
  • Scheduled for a specific future date
  • Scheduled Type: One Time
• Screenshot: (Screenshot 2: Non-recurring task scheduling interface)

• Key Features:
  • Select specific date and time
  • Single occurrence of task
  • Flexibility to modify task details
• Screenshot: (Screenshot 3: One-time task configuration)

Recurring Task

• Description:
  • Multiple occurrence task scheduling
  • Repeated at specified intervals
  • Scheduled Type: Recurring
• Screenshot: (Screenshot 4: Recurring task scheduling interface)

• Key Features:
  • Define recurrence pattern
  • Set frequency (daily, weekly, monthly)
  • Customize task repetition
• Screenshot: (Screenshot 5: Recurring task configuration options)

Common Issues and Troubleshooting

• Issue 1: Unable to schedule task
  • Solution: Ensure all required fields are completed
• Issue 2: Incorrect task scheduling
  • Solution: Double-check date, time, and recurrence settings

FAQs

• Question 1: Can I change a scheduled task after creation?
  • Answer: Yes, you can modify task details before and after scheduling
• Question 2: What's the difference between one-time and recurring tasks?
  • Answer: One-time tasks occur once, while recurring tasks repeat at specified intervals

Scheduling Flexibility

• Users can modify all fields according to their specific task requirements
• Comprehensive control over task scheduling and management

Need More Help?

• Contact Support: Reach out to Thriwin CRM support team for detailed assistance with task scheduling and management.

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