Why did Alori make a task for me?
Alori turns what tends to slip into tasks, like a quote with no answer or a late invoice. Each one says why and closes by itself when the reason goes away.
Alori watches for what tends to slip, like a quote with no answer, a late invoice or a website request, and makes a task for it. The task says why, and it closes by itself when the reason goes away.
Also called: automatic tasks, auto tasks, Alori tasks, reminders, follow-up tasks, tâches automatiques, rappels, relances
Step 1: See why Alori made it
Open the task. Under its title, Why Alori created this task explains the reason and when it closes by itself. In the panel, Created by shows Alori.
Click: Tasks › the task
Step 2: Push it back or turn it off for this customer
Not now? Click Snooze 3 days. Not useful for this customer at all? Click Not useful for this customer: Alori won't make this task for them again. Click Undo if you change your mind.
Click: Snooze 3 days
Step 3: Change the rules (owner)
Click Settings › Automatic tasks. For each rule, turn Alori follows this rule on or off, set the delay, and pick who gets it in Give it to. Changes save right away.
Click: Settings › Automatic tasks
The rules
Quote with no answer: on, 5 days after the last message about the quote. Closes when the customer writes back or accepts.
Late invoice: on, 7 days after the due date. Closes when the invoice is paid.
Website request: on, 2 hours after it came in. Closes when someone writes to or calls the customer.
Finished job not invoiced: on, 1 day after the job was done. Closes when the job has an invoice.
Message from an unknown sender: off at first. Closes when the number has a name or joins a customer.
Yearly service: off at first, 11 months after the customer's last job. Closes when a job is planned for them.
Good to know
You can't delete a task Alori made. Set its Status to Cancelled instead, so it doesn't come back.
On your dashboard, My tasks shows a one-tap button for each, like Follow up or Call.
You can ask Ask Alori "why did you make this task?".
If it doesn't work
"Alori made this task: cancel it instead, so it doesn't come back." Set Status to Cancelled.
"Only a task Alori made can be turned off for a customer." The task was made by a person. Change or delete it instead.
I don't see Automatic tasks in Settings. Only the owner sees it, and only when your app has Tasks.