New Project? Get more done with a template
Easily manage your non-scheduled projects that are triggered by an event, such as the hiring of a new staff member
Save time by reducing repetitive workflows
Increase flexibility and consistency with an easy update system
Use Templates for:
Onboarding of new staff
Complex Corporate Actions
Incident reporting
Board meetings
Yearly schedule for FSR and Tax-reporting/-payments
Get started using Templates
T+/- scheduling
If you work in the asset management industry, you are probably familiar with the abbreviations T+1, T+2 and T+3, which refer to the settlement dates of security transactions that occur on a transaction date plus one day, plus two days and plus three days, respectively.
We wanted to apply a similar concept to our process templates.
T+/- scheduling with the possibility of adding notifications is available in our template functionality.
‘Once (T-days)’ allows users to create one-off subprocess templates triggered by a specific date.
Set T+1 for a subprocess to show up one business day after or T-3 if you want it to show up 3 business days before your desired ‘T-day’.
Reduce manual work
The deployment view has a configuration step where you can choose the ‘T-day’ on which your process will be projected. This allows you to change subprocesses’ deadlines easily without time-consuming work.
Notifications
When you are working through a project, you are going to want to receive automated notifications about the next steps or completed actions.
Daymi allows all admin users to create templates for different reminders and have them automatically added when a process template is being used.
Projects View
In Projects View, you can oversee and manage all your ad-hoc processes in one place.
Project View allows you to:
• View all your current ‘Once’ processes in one place.
• Track and monitor ad-hoc projects’ progress and timeline.
• Hide Projects from Today’s view.