Planner

Planner

Use this software template to diarise significant events and enable notifications and event-driven automations around key dates.

Technical Description

Use the Intelastel Planner template to create a planner application.
Create users and tasks.
Use the inbuilt calendar function to schedule.
Add integrations to third party applications for automated email integrations.
Assign users to tasks via the to-do list.

Prerequisites

• Knowledge of Excel type spreadsheet software.
• Clearly defined operations roles.
• Third party email client credentials and permissions.
• User types known.

Suggested Roles

• Administrator
• User

How-to Links

How to use our templates

Templates primer

Integrations primer

Integromat scenarios tutorial

User Guide