You can access Task Automation Autopilot Wizard from purple color “Autopilot” button
Click the Task option in Autopilot overlay and it will open the Autopilot Overlay for Tasks.
Created Tab
The first tab you can see on Tasks Autopilot Overlay is the Created tab. If task is created then you perform below action items:
1- You can Notify assignee user via Email once this toggle is enabled then email template will be drafted automatically inside AdvanceCM while you can edit the template or choose any other one by selecting “Template” button
2- You can set Rental status to Not Ready which means this Rental is not available for bookings yet, until this task is not completed
Completed Tab
The second tab you can see on Tasks Autopilot Overlay is the Completed tab. If task is marked as completed then perform below action items:
1- You can set Rental status to Ready which means this Rental is available for bookings now
2- You can Notify task creator users via Email once this toggle is enabled then email template will be drafted automatically inside AdvanceCM while you can edit the template or choose any other one by selecting “Template” button
3- Update linked incident status as Resolved
Overdue Tab
The third tab you can see on Tasks Autopilot Overlay is the Overdue tab. If task’s due date is passed then it is considered as Overdue task and once task is Overdue then perform below action :
1- You can Notify assignee user via Email, once this toggle is enabled then email template will be drafted automatically inside AdvanceCM while you can edit the template or choose any other one by selecting “Template” button.
Reassigned Tab
The fourth tab you can see on Tasks Autopilot Overlay is the Reassigned tab. If task is reassigned to any other user then you perform below action items:
1-You can Notify new assignee user via Email, once this toggle is enabled then email template will be drafted automatically inside AdvanceCM while you can edit the template or choose any other one by selecting “Template” button. New assignee means the user to whom this task is assigned now.
2- You can Notify old assignee user via Email, once this toggle is enabled then email template will be drafted automatically inside AdvanceCM while you can edit the template or choose any other one by selecting “Template” button. Old assignee means the user to whom this task was assigned previously.
