Comment Reminders - Scheduled Reminders for Workflow Tasks
This feature represents an enhancement to the existing "Comments" instruction within the iflows workflow. Previously, the "Comments" instruction allowed users to add observations and notes within workflow stages. Now, this functionality has been extended with the possibility to set a reminder that sends automated email notifications to selected employees at a specified date and time.
New features brought by this enhancement:
- Comments with Reminders: In addition to adding a regular comment, users can set a reminder to send an email with the comment details, ensuring that important tasks or reminders are not overlooked.
- Notification Scheduling: You can now specify a date and time for the notification to be sent, automating the reminder process and ensuring the team receives messages at the right time.
- Targeted Notifications: Users can select the specific employees who need to receive the notification.
Use Case Examples
- Suppose we have a Supply stage. We take over the stage and order the goods from the supplier. We set the "Comments" instruction to Pause, where we write the estimated arrival date of the goods. By activating the Reminder function, we set the date and time when the employees responsible for receiving the goods will receive an email notification. Thus, they will be automatically alerted to check if the goods have arrived and to initiate the reception and processing workflow.
- Suppose an advertising agency needs to launch a campaign on November 1st. For the launch to be successful, all promotional materials must be sent to print by October 27th. In the graphic design stage, add a comment noting the intermediate deadline, and using the Reminder function, set a notification for October 26th for the graphic design team, reminding them they have one day left to finalize the materials before sending them to the printer.
- An accounting department needs to prepare all documents for a client's annual audit scheduled for March 15th. However, all reports and financial files must be reviewed and sent to the audit team by March 10th. In the document preparation stage, add a comment specifying this deadline and set a Reminder for March 9th, reminding the accounting team that they have one day left to finalize the document review before the audit.
Schedules Window Optimization: View Order
When a user creates or views a scheduled appointment, they will notice a new button labeled "View Order" in that window. This button allows direct access to the order assigned to that schedule, without the need to leave the current page or navigate to another section.
