AppWT CRM

Topic: Staffing

Staffing automations

Turn on reminder rules that make tasks for your team, preview them first, and keep contact rules in place.

Video, 1 minute 2 seconds · 5 steps

This lesson uses Projects. If Projects is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

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Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • How to turn automations on
  • What the rule groups do
  • How to set up one rule
  • Where the reminders show up

Step by step

  1. Step 1: Turn it on

    Open Staffing automations. Every rule starts off. An owner or office staff turns automations on, and then the rules run every 30 minutes.

    The Status box that says automations are off, with the Turn automations on button and how delivery, consent and the schedule work.
    Step 1 screen, from the demo account.

  2. Step 2: The rules

    There are rules for recruiting, availability, documents, and project staffing, like a reminder before a license expires.

    The Documents rules, such as expired and expiring documents and an updated resume.
    Step 2 screen, from the demo account.

  3. Step 3: Set up a rule

    For each rule, set the number of days, who gets the reminder, and the priority. A rule can also wait for a manager to approve.

    One rule with Turn this rule on, the number of days, when the task is made, send to and the priority.
    Step 3 screen, from the demo account.

  4. Step 4: Preview first

    Click Preview what they would make to see the counts first. A preview changes nothing.

    The preview of what each rule would make, with counts.
    Step 4 screen, from the demo account.

  5. Step 5: Where reminders go

    Reminders show up as tasks in My tasks. They are not emailed or texted. Rules that ask you to contact someone skip anyone marked Do Not Contact.

    The notes about delivery as tasks in the CRM and about consent.
    Step 5 screen, from the demo account.

Transcript

In this lesson, you will set up reminders that the CRM makes for your team.

Open Staffing automations. Every rule starts off. An owner or office staff turns automations on, and then the rules run every 30 minutes.

There are rules for recruiting, availability, documents, and project staffing, like a reminder before a license expires.

For each rule, set the number of days, who gets the reminder, and the priority. A rule can also wait for a manager to approve.

Click Preview what they would make to see the counts first. A preview changes nothing.

Reminders show up as tasks in My tasks. They are not emailed or texted. Rules that ask you to contact someone skip anyone marked Do Not Contact.

Next, learn how to give a sub-admin delete access for a short time.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.