On each module, you have the possibility to create templates that you can associate to a type of action.
This feature allows you to share your actions templates with your manager colleagues.
Resource card > Configuration > Actions template
Administration > Managers / Roles > Roles tab > role card in question
Beforehand, you need to configure rights related to Sharing / Collaboration:
- determine what your collaborator will see in the search list,
- authorize them to share their saved searches, actions templates and email templates.
If necessary, don't hesitate to check our tutorial Creating and configuring a role.
When you want to create an action, you can choose to use a template.
Once selected, the following fields are filled automatically by the selected template:
- Type of action
All that's left to do is write up your report. 😊