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website:tasks [2021/01/22 15:41] supportwebsite:tasks [2021/01/22 15:44] (current) support
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   *  b) if the client has any **external system, where the Clients/Projects/Tasks names are visible**, then JobCTRL can capture them and create Task for that automatically (with Dynamic Project/Task creation in Central rules) \\   *  b) if the client has any **external system, where the Clients/Projects/Tasks names are visible**, then JobCTRL can capture them and create Task for that automatically (with Dynamic Project/Task creation in Central rules) \\
   *  c) If there is no visible place on the screen  to capture, but still an external system holds the clients/projects then we can provide **a sync tool** which will periodically sync them to JC (eg. from CRM system). This is manual, as the input structure is always unique. Usually we need a read only DB view to be able to read by our tool (tool can run at the company side), and we will poll that view and upload to JC based on the logic we define (we need a specification for that).   *  c) If there is no visible place on the screen  to capture, but still an external system holds the clients/projects then we can provide **a sync tool** which will periodically sync them to JC (eg. from CRM system). This is manual, as the input structure is always unique. Usually we need a read only DB view to be able to read by our tool (tool can run at the company side), and we will poll that view and upload to JC based on the logic we define (we need a specification for that).
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 +===== What to do with Tasks =====
 +You can assign Tasks to user groups using [[website:assignment_for_a_task|Tasks Assignments]], then you can automate the mapping using [[website:automatization_with_keywords|Automatization with keywords]]. You can create custom KPIs from Tasks using [[website:creating_kpi_from_tasks|Creating KPI from Tasks Group]].
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website/tasks.1611330081.txt.gz · Last modified: 2021/01/22 15:41 by support

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