Automated All Activities Reminder Emails

The core functionality of the All-in-One Activity and Birthday Reminder module lies in its ability to automatically send reminder emails at predefined intervals. Whether it's for one-time tasks or recurring notifications, the system ensures that users are consistently informed about upcoming activities, tasks, and deadlines across all modules, including CRM. This automated reminder process reduces the risk of missed deadlines, enhances accountability, and keeps teams on track with timely updates for activities in areas such as project management, CRM, and other critical operations. By eliminating the need for manual follow-ups, the system streamlines task management, ensuring that important tasks and CRM activities are completed on time, improving overall efficiency and productivity.

Customizable Reminder Frequency & Due Date

Users have the flexibility to configure custom reminder intervals and specify when reminders should begin for each activity. Whether reminders need to be sent every 5 minutes, hourly, daily, or triggered at a specific time before the activity's due date, this feature allows precise control over the frequency and timing of notifications. By fine-tuning reminder schedules based on the urgency and importance of tasks, users can ensure timely follow-ups and maintain focus on critical activities. This level of customization helps teams prepare for deadlines in advance and ensures that no task is overlooked, improving overall task management and productivity.

Edit Scheduled Activities

Flexibility is key to effective task management. With the ability to edit scheduled activities, users can easily adjust task details, update deadlines, or modify reminder intervals as priorities change. This feature allows for seamless updates without the need to recreate reminders from scratch, keeping the system efficient and adaptive to evolving project needs.

Automated Activity Deadline Status

Easily view and manage activities list to ensure smooth progress tracking and better organization of your activities. By managing specific activities, admin can take actions on passed deadline activities to edit or remove the activity helping teams visualize and prioritize their workflow. This feature ensures that activities and tasks move seamlessly through each phase of the activity cycle, allowing for more structured task management and timely completion of projects.

Send Automated Birthday Wishes

The app automatically sends personalized birthday greetings to employees, ensuring that every birthday is acknowledged in a timely and thoughtful manner. To Schedule the automation, User have to set the SMTP for outgoing mail servers once from settings inside the Technical section. This automation not only saves time but also helps create a more celebratory and connected workplace environment by making employees feel valued on their special day.

Schedule Birthday Email Timing

Timing is crucial when it comes to sending birthday wishes, and this app offers the flexibility to schedule emails at a specific time of day. Whether you want to send the email early in the morning or at a particular time preferred by your company, the module allows users to control when the birthday greetings are delivered, ensuring that employees receive their birthday wishes at the perfect moment. Users can set the time from Birthday reminder Date settings section present inside the Settings.

Set Different Birthday Templates

One of the app’s standout features is the ability to create and assign different email templates for each department. This allows administrators or managers to tailor birthday wishes according to the specific culture or tone of each department, making the greetings more relevant and personalized. User can set the different Birthday Templates via a field that created in the department form view.

Customize Birthday Email Templates

Beyond department-specific templates, the app allows full customization of the birthday email content. Users can easily modify the message, add company branding, or insert a personal touch to ensure that each birthday email aligns with the organization’s values and aesthetics. This ensures that the birthday communications are both professional and meaningful, enhancing the employee experience. Users can only create new Birthday Templates by New button that provided in template section.

Track Upcoming Birthday of Employees

The app also includes a robust tracking feature that provides users with an easy-to-use dashboard for viewing upcoming employee birthdays. This ensures that managers and HR teams are always informed and can plan ahead for any celebrations or acknowledgments. By offering a clear and concise view of upcoming birthdays, the module helps prevent last-minute scrambles, contributing to a more organized and proactive workplace culture.