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Create standardized workflows for ad-hoc processes (T+/- scheduling)

Kestutis Vansavicius avatar
Written by Kestutis Vansavicius
Updated over 5 months ago

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

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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

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.

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