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02-22-2022 01:50 PM
Hello,
I am looking for the best way to scheduled jobs and creating tasks using templates. I need a template that I can assign to different accounts.
I have been successful at creating the scheduled job, manually executing it and creating a task. I am trying to figure out how to schedule this for different accounts. Do I need a different template for each one of our accounts or is there a way to schedule this template to create a task for any given account?
Here is my scheduled job:
Thank you,
Joe
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02-22-2022 02:42 PM
Hi Joe, I think you need to create a different template.
-Pradeep Sharma

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02-22-2022 02:42 PM
Hi Joe, I think you need to create a different template.
-Pradeep Sharma
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02-23-2022 08:04 AM
Thank you, Pradeep! I had a feeling I needed a template per account.
On another note, do you know how to show these scheduled jobs on a calendar?
Best, Joe