How to Pause Workflows on Specific Dates: Optimize Your Automation Scheduling
Introduction
We are thrilled to unveil one of the most eagerly anticipated features on Bosseo CRM – the ability to pause workflows on selected dates! This feature has been widely requested in our IdeasBoard, and now it is finally here to help you manage your workflows with even greater precision and flexibility. Whether you are handling holiday communications, managing employee absences, or planning business downtime, this new functionality offers an indispensable tool for optimizing your automation scheduling.
What’s New?
We’re introducing the ability to pause specific workflows, or even all workflows, within a chosen date range. Moreover, you can mark these date ranges as “Annually,” enabling your workflows to pause automatically on the same dates every year. This feature not only offers a convenient method to manage planned interruptions but also imparts a more strategic approach to workflow management.
How it Works
A new section titled Pause Workflow has been included in the Global Workflow Settings, allowing users to add up to 15 date ranges. Users have the option to select multiple or all workflows to pause, with paused workflows behaving the same as when they are in a “Draft” state. Each workflow’s builder settings will display pause details to streamline tracking and management.
Steps to Utilize This Feature:
– Navigate to Global Workflow Settings.
– Select “Start Date” and “End Date”.
– Choose the workflows you wish to pause. Options include “All” or specific workflows.
– Opt for the “Annually” checkbox if you want the workflows to pause on these dates each year.
– Use the “Clone” or “Delete” icon to duplicate or remove a date range.
– Click “Save” to implement the changes.
Use Cases Across Various Sectors
Home Improvement Industry
For home improvement businesses, managing workflows during peak holiday seasons can be crucial. Companies can pause automated communications or project workflows during periods like December 25th to January 2nd, mitigating customer frustration from missed communications and focusing on delivering excellent service when operations resume.
Law Firms
Law firms benefit significantly by pausing workflows that involve client follow-ups or document circulation during national holidays or firm-wide breaks. This feature ensures that sensitive communications aren’t sent when the firm is not operational, maintaining professional decorum and reducing the chance of overlooked tasks.
Medical Practices
In the healthcare industry, workflow interruption during public holidays can prevent unnecessary outreach to patients. Clinics can set their workflow to pause during recognized holidays, ensuring no appointments or reminders are mistakenly sent when the practice is closed, thus safeguarding patient satisfaction and maintaining trust.
Important Considerations
– The maximum allowed span between the start and end date for each pause is 15 days.
– Workflows should not be included in multiple overlapping date ranges.
– This pause feature is exclusively accessible to Admin roles.
By offering such robust flexibility, Bosseo CRM empowers businesses across industries to manage workflows more effectively, ensuring that communication aligns perfectly with operational availability. Whether it’s for annual holiday breaks or specific business needs, this feature promises a smoother, more controlled workflow automation experience【4:0†source】.
