For Chartered accountants practice, volume of recurring task(s) are very higher. Hence ERPCA comes with very unique way to manage such recurring task. 


Advantages of auto creation of recurring task

  1. This will auto-create the task based on start date you configured in your workflow. 
  2. Send automated email to assignee with number of task assigned
  3. Send automated email to your customers for data required
  4. Auto send email to email digest recipients to inform the auto task created on daily basis


What should be done prior to activation?


1. Review/Update the "CREATE BEFORE DAYS" for recurring workcategory for your workflow. Refer below screenshot. 



2. Make sure you have added the default owner of such work categories. 



3. You can also assign team member to customers for all recurring workcategory. 





4. At the END, Enable Task initiation mode to Auto for your account from your admin login   




Based on above steps 1,2, and 3, ERPCA will start creating recurring task automatically. 



SAMPLE EMAILS


To Management (Email Digest Recipients)



To Assignee :