Scoro

Our example, where the bolded part is the subsequent action: "When a task deadline is modified, or its status is changed, and I am the assignee, then notify me in Scoro." This is what you would select. Here, we also entered a custom title.Once you've finished building the rule, ensure the Active toggle is switched on, and click Save to activate it.If you are unsure about any aspect of the rule setup, we recommend having a closer look at rule templates to understand how these rules are built up.3. WebhooksIn addition to automatic notifications, you can also trigger custom workflows with the help of webhooks. The most common way is to use Zapier. You can use Zapier either to connect Scoro with other apps, such as Google Sheets, or to create automations within Scoro via Zapier.To trigger a workflow within Scoro via Zapier, you need to create a rule that triggers a Zap. For example: “When a quote is sent out to the client from Scoro, change the quote status in Scoro.” For this, you would need to do two things: create a rule in Scoro that says if any quote is modified (trigger event) and its value is subsequently ‘is sent’ (trigger condition), then trigger a webhook (action);create a Zap that will be triggered from that webhook and changes the status of the quote.Webhooks need to be valid because Scoro checks them upon saving. Webhooks send out data once in a minute, so be aware of slight delays. Comments

After the trigger event itself has already taken place. Let’s look at our example rule, where the bolded part is the trigger condition: "When a task deadline is modified, or its status is changed, and I am the assignee, then notify me in Scoro." With these settings, whenever a task deadline is modified or its status changes, Scoro will check if you are also an assignee of that task before deciding whether to send out a notification.To save time and avoid manually adding conditions, you can use the Link to bookmark option to apply filters from your bookmark as conditions. For rules created this way, the final action will happen in two cases:Select the action In the last tab, you choose the action to perform automatically as a result of the trigger event. You can add up to 10 actions per rule.First, select an action from the dropdown menu:Send an e-mail + user(s) or group(s) - an e-mail is sent out to the selected user(s) or dynamic groupsNotify in Slack + users(s) or group(s) - a Slack notification is sent to the selected user(s) or dynamic groupsNotify in Scoro + user(s) or group(s) - a notification is sent to the selected user(s) or groups in Scoro. Note that you can also select dynamic groups hereTrigger a webhook + URLWhen the rule conditions are met, a webhook is triggered. You can read more about the webhooks in the next paragraph.You can also enter a custom title for the notification.Let’s return to

Team Scoro March 08, 2023 12:20 Updated --> Scoro helps businesses maximize their ultimate asset—time. Teams can sell, plan, track, and bill for their time in a single system. Meanwhile, company leaders can leverage real-time reports and forecasting tools to enable data-based decisions and proactive problem-solving.Watch the video for a quick introduction to the critical insights Scoro offers at every stage of the journey— from the first hello to the final invoice. Prefer to move at your own pace? Read the GIF guide below. As you progress through this section of the Getting started series, we'll delve into more detail of the reports at your disposal and help you set them up in your site. Sell itYou'll have a clear overview of your active sales deals in the Pipeline and see how each progresses. You can organize the view to quickly identify high-value opportunities or any bottlenecks in your sales funnel.The same deals are also visible in the Pipeline report. This time organized by months and the expected closing date. This way, you can easily forecast the revenue and act timely if you need to find more business opportunities for a steady revenue stream.The Detailed Financial Report provides a breakdown of the business your team has closed in the current month, quarter or year. Here you can assess the performance of individual team members and the profitability of your services, clients and projects. With this valuable data at your fingertips, you can make data-driven decisions and decide which clients are

Product help users manage budgets across projects and resources. Features like service offer templates and project financial tracking and forecasting support more consistency in costs, profit, and budgets. Users can also track performance and finances using the business intelligence features.The platform has native integrations for Asana, Harvest, Hubspot, Jira, Microsoft Teams, Oracle NetSuite, Salesforce, and Tempo. Book a free demo through the site and receive a quote for your use case. LEARN MORE ABOUT PARALLAX: Runn is a resource and capacity management platform that helps project managers optimize their team’s workload according to their business needs.With Runn, you can plan and forecast capacity so you can schedule your projects accordingly. The tool’s calendar enables you to access your resources in real-time and see the involvement of every team member. The software also helps you differentiate between billable and non-billable work, making it easier to price your services and raise invoices.Runn’s highlight is its capacity forecasting feature. This feature helps you determine whether your team has the skills and resources to take on certain projects, and how new work would impact your team’s workload.Runn integrates with multiple tools, including WorkflowMax, Harvest, Clockify, and more.Runn costs from $10/user/month. You can access a free trial for 14 days. The solution also offers a free-forever plan for up to five users. Scoro is an all-in-one work management platform that offers capacity planning solutions designed to assist businesses in managing their resources and workload.The tool offers an agile Gantt chart feature that provides real-time updates for capacity planning. You can see live overviews of your team's workload and schedule tasks accordingly. Furthermore, when dependencies are created between tasks, Scoro automatically updates timelines and workloads, so you can avoid manual entry and overbooking scenarios.One standout feature is the fact that Scoro goes beyond capacity planning and integrates multiple business functions within a single platform. These features include project management, sales and pipeline management, CRM, quoting and billing, reporting, and customizable dashboards. Scoro integrates with Dropbox, PayPal, Expensify, Stripe, Google Calendar, Jira, Slack, Xero, QuickBooks, Sage Intacct, Microsoft Exchange, Asana, and more.Pricing starts from $26/user/month with a free trial available. Saviom capacity planning solution helps replace silos of information by recording and consolidating every resource demand on a centralized platform. It enables businesses to analyze resource excesses or shortages and bridge the gap by implementing corrective measures ahead of the curve.Saviom’s features include resource demand management, forecast

By role or individual. The software can manage resources by task, assess project risks, summarize multiple projects in a unified view, and support tentative bookings for future projects.Integrations include HubSpot CRM, Microsoft Azure, Microsoft Power BI, Toggl Track, and Value Frame. LEARN MORE ABOUT SILVERBUCKET: Ravetree is an all-in-one operations platform that centralizes various business functions to maintain efficiency.Why I Picked Ravetree:I selected Ravetree for its ability to consolidate project management, resource planning, and customer relations into one platform. As it simplifies workflow and resource management, it is best for organizational efficiency.Standout features & integrations:Features include project management, resource planning, time and expense tracking, CRM, client portals, file management, and billing. Integrations include Google Drive, Slack, Dropbox, One Drive, Github, and Facebook. LEARN MORE ABOUT RAVETREE: Scoro is a work management software designed to simplify operations for professional services. It is best for integrated business management because it can consolidate multiple business functions into a single platform.Why I Picked Scoro:I chose Scoro for this list because it stands out as a unified solution for various business management needs. Its integrated approach differentiates it from other resource management tools that may only focus on specific aspects of business operations. Scoro is best for integrated business management because it combines a system of project management, sales, CRM, and financials, providing real-time visibility and control.Standout features & integrations:Features include project management, quoting and budgeting, sales and CRM, resource planning, retainers, time tracking, reporting, and a dashboard. Integrations include Google Calendar, MS Exchange, Xero, QuickBooks, Sage Intacct, Exact Online, Expensify, Stripe, and Jira. Resource Guru is designed to help teams efficiently manage their resources and schedules. This resource planning software is recognized as the best for resource scheduling because it provides a user-friendly interface and quick scheduling features, which are essential for managing resources and avoiding conflicts.Why I Picked Resource Guru:I selected Resource Guru for its straightforward approach to resource scheduling. It delivers a transparent overview of resource allocation, which is vital for adequately balancing projects on time and resources.Standout features & integrations:Features include a drag-and-drop scheduling calendar, visibility into team availability, leave management,

Ask them to remove you from the rule, orhover over the rule and click the crossed bell icon to mute the notifications for this rule. Click it again to unmute it and resume the notifications.2. Creating rules from scratchIn short, this is how you create a rule:Click the +New button in the top left cornerGive your rule a descriptive yet compact name to help you understand exactly what it doesKeep the Active toggle enabled if you want to enable the rule right after saving it; alternatively, disable it if you'd like to save the rule as a draft and finish and enable it laterBuild the rule setup by selecting:the trigger eventthe trigger conditionsthe action.Let's go through the process of building the rule setup with the following example rule: "When a task deadline is modified, or its status is changed, and I am the assignee, then notify me in Scoro."We can break down our example rule as follows:1.The trigger event"When a task deadline is modified or its status is changed..."= WHEN the action can happen2.The trigger conditions"…and I am the assignee…"= IF the action can happen3.The action"...then notify me in Scoro."= WHICH action happensThere's a separate tab for each of the above sections. Now, let's go through each of them one by one!2.1. Select the trigger eventIn the first tab, you select the trigger event - the action that starts the whole flow. Think of the trigger event as a precondition - if that event doesn't happen, the rule won't run.Start