Define your work proces in actions. Creating and monitoring actions is an important part of Coachview. An action reminds you that an action has to be performed within a certain period of time. An action template is always the basis of an action.
Using an action template you can:
If you often use a recurring action, you can set up an action template. Actions, using an action template, can be made for many different files. For example: company or personal file, request (quote assignment invoice), teacher, location, training, participant, customer contact person, web request, etc.
Action templates linked to a type of training ensure that when creating a training, application, training request or web request, for example, actions are automatically created and, if set, automatically executed. An action template can be linked to one or more training types.
What do you have to think about?
When creating an action template, a lot of data can be chosen or filled in. A well-considered choice in the execution, data group, process, event, timing and conditions is important.
|Introduction video workflow (2:30).||Example video workflow(4:23).|