Widget NOVA
Auto-tasks by date field in Kommo
This widget allows you to automatically set the necessary tasks, starting from an additional field in Kommo with a date. To congratulate the client on his birthday, to remind him of the validity period of the contract, to make an important call on time - all these tasks can now be set automatically, without wasting time on routine work.
Unlike the standard task functionality in Kommo, our widget allows you to set the deadline to the minute at which the task should be set. In addition, you can specify the duration of the task, as well as additional fields for creating interdependent conditions. The widget is perfectly combined with the "Workflow in Kommo" module.
The widget is quite simple in settings and will be intuitive even for a novice Kommo user.
Unlike the standard task functionality in Kommo, our widget allows you to set the deadline to the minute at which the task should be set. In addition, you can specify the duration of the task, as well as additional fields for creating interdependent conditions. The widget is perfectly combined with the "Workflow in Kommo" module.
The widget is quite simple in settings and will be intuitive even for a novice Kommo user.
How to set up a widget
1. In the "Task text" field - the field in which you need to enter the text of the task
2. In the field "For how many hours" - for how many hours you need to set the task. If you set 7, then the task will be set 7 hours before the date and time, if you set -7, then the task will be set after 7 hours from the specified date
3. Field "Deadline (in minutes)" - the deadline of the task
4. In the field "Field with date (Field with date and time)" - the field from which the date will be taken to create the task. If you specify a field with a date and time, then the task will be set on the day and time specified in the field.
5. "Responsible" - who to assign the task to (by default, this is the person responsible for the lead)
6. In the "Task type" field, select the task type in the drop-down list./Meeting
7. Trigger "Every year"
8. Trigger "Set a task at once"
9. "Stage for the lead" - at which stage the task will be set
2. In the field "For how many hours" - for how many hours you need to set the task. If you set 7, then the task will be set 7 hours before the date and time, if you set -7, then the task will be set after 7 hours from the specified date
3. Field "Deadline (in minutes)" - the deadline of the task
4. In the field "Field with date (Field with date and time)" - the field from which the date will be taken to create the task. If you specify a field with a date and time, then the task will be set on the day and time specified in the field.
5. "Responsible" - who to assign the task to (by default, this is the person responsible for the lead)
6. In the "Task type" field, select the task type in the drop-down list./Meeting
7. Trigger "Every year"
8. Trigger "Set a task at once"
9. "Stage for the lead" - at which stage the task will be set
Trigger "Set task immediately"
If you set a task in the settings 1 day before the date for a period of 0 minutes, then it will set a task with a period of 0 minutes in 1 day (i.e. it will be overdue immediately)
If you set the task immediately, then it puts the task immediately on the date + the specified deadline. If the deadline is 0, then it will put it right on the date
If you set a task in the settings 1 day before the date for a period of 0 minutes, then it will set a task with a period of 0 minutes in 1 day (i.e. it will be overdue immediately)
If you set the task immediately, then it puts the task immediately on the date + the specified deadline. If the deadline is 0, then it will put it right on the date
The cost of the solution
6 months
5 994 RUB
2 months as a gift
12 months
9 990 RUB
6 months as a gift
24 months
17 982 RUB
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