We've added workflow settings that allow you to specify actions when tasks change status. Until now, there was a fixed logic that controlled what happened to tasks when they changed status, but with this change you can customize it to your own business needs.
It is possible to set an action in the following 3 situations:
In each of these situations, you can specify which action to perform. You can choose whether the start time of a task should be updated when the task changes status, whether the duration should be updated and how the time should be distributed or you can choose not to perform any action at all.
We've made major improvements to the service agreement interface to make it easier for you to create and edit them as needed. You now have a much better overview of each agreement and you can create templates that you can reuse to create new service agreements. Read below to see some of the changes we've made.
We explained in our blog post that we wanted to revamp the service agreement interface and why. We've now done that and the result is an interface with a simpler look and better overview.
As part of the new design, it is now possible to create subtasks on service agreements. Both the main task and the subtasks will be created on the same scheduled task.
We have added the option to add comments to the service agreement. This allows you to communicate internally in the context of the individual service agreement.
To make it easier to create service agreements, we have added the ability to create templates for service agreements. Templates can be created and edited under Settings > Templates
. When creating a new service agreement, it is possible to use the created templates to pre-populate the service agreement.
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