You can use workflow notes to setup template notes that are created for each booking or project task with this resource.
For example, you can setup custom task 2 days after project starts and 2 days before project ends with notes to workflow recipients.
When resource is added to booking or project, template workflow tasks are automatically created for the booking or the project.
Use delay section to configure when note is send in workflow in relations to booking or project start and end date.
- Navigate to manage resource.
- Select Edit from options menu.
- Select Workflow Tasks section.
- Click Create to create a new template workflow task.
- Use delay section to configure when task should be sent out in relationship of the booking or project.