Routines allow you to guide group members step by step depending on their role and status, inform them and automatically edit group memberships. You can create routines for your groups. Routine templates that you adapt to your processes and procedures will help you do this. In this article, we will show you step by step how to create and edit routines.
1. Create routines #
To do this, call up the routines (2) for your group in the settings (1). Here you decide whether you want to use a template (3) or create your own routine for a group role (4).
2. Adapt routines #
Add actions and delays to a Role using the + symbol for the group membership status. If you want to execute actions and delays multiple times, you can also schedule them in loops.
Use drag and drop to adjust the order of the configured actions, delays and loops so that your processes and workflows are well mapped.
Edit them using the pencil icon, adjust any terms and add text.
You can edit, ignore or delete each inserted action, delay or loop via the context menu. Ignoring is particularly practical if you do not need parts of a routine temporarily but want to reactivate them later.
3. Activate and pause routines #
The routines are paused by default when you have created them. If you have activated them, you can pause them again at any time.
4. Test routines #
If you want to make sure that your routine does what you expect it to do, you can test it before you activate it.
To do this, first set all inserted delays to Ignore via the respective context menu. Then add a test person with the corresponding Role and Status to your group. Once you have checked whether what you intended has happened, remove the test person again, adjust your routine again if necessary and finally activate it.