Friday, June 28
Order and Task Tagging to augment specificity in filtering, rule triggering, and notifications.
- Create unique Tag Groups such as Location, Priority, Skill Level etc. to apply to Orders and Tags
- Create Rules that leverage Tags
- Add/Remove Particular Tags based on order details/events
- Only trigger particular rules (assignments, notifications, etc) if the Order/Tag has a particular tag/tag group
Learn more: Task Tags and Order Tags
Thursday, June 27
Configure your own Order Forms
Create, Edit, and Publish your own Order Forms using the self-service Order Form Configurator.
**Learn More: Order Form Configurator
Thursday, June 20
Discuss order specifics with everyone involved using Order Comments