Eksempel: RĂ„dgivning - indcheckning med sagsmedarbejder
Opret en handlingsplanskabelon med en opgave for nogen, der modtager en rÄdgivningsfordel, for at tjekke ind hos deres sagsmedarbejder hver uge efter at have deltaget i deres rÄdgivningssession.
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TilgĂŠngelig i: Education Cloud, Nonprofit Cloud og LĂžsninger til den offentlige sektor. Vis tilgĂŠngelighed af version.
Registrering
Registreringsnavn
Detaljer
Handlingsplanskabelon
Opgaver for rÄdgivningsfordele
Handlingsplantype: Brancher
MĂ„lobjekt: Fordelstildeling
Opgave
Ugentlig check-in
Prioritet: Normal
Dage: 7
Tildeling af handlingsplanskabelon
Tilknyttet objekt: Fordel
Handlingsplanskabelonversion: Opgaver for rÄdgivningsfordele
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