In this article, we cover:
Event types in ProLine are versatile tools that help manage and automate project scheduling. By configuring event types, users can control event durations, assign default calendars, and set specific triggers for automated campaign actions.
Accessing Event Settings
To begin managing event types, navigate to: hamburger menu > Company Settings > Events. This page allows you to view and modify the settings associated with different events that you can schedule within ProLine.
Setting Default Event Type
An event type can be marked as the default for easy access when scheduling new events. To set a default event type, simply click the star icon next to the event type listed under the events settings. This marks it as the default, which ProLine will automatically select when scheduling a new event unless changed manually.
Configuring Event Types
ProLine allows for extensive customization of event types, including the following settings:
Add new event types: Navigate to the Events tab under Company Settings to add new types.
Customize attributes: For each event type, you can set unique colors, durations, and associate them with specific calendars.
Edit existing event types: Modify settings such as event name, color, or associated calendar by selecting the appropriate event type under the Events tab.
Understanding Event Triggers
Event triggers are crucial for automating processes based on the scheduling of events. Each event type can have an associated trigger that automatically executes actions such as:
Starting specific campaigns
Moving projects to new stages
To manage these triggers, go to the Events tab in Company Settings. Here, you can:
Define what happens when an event is scheduled
Choose which campaign is triggered
Determine the project stage transition based on the event type
Example: If an inspection is scheduled, you can set a trigger that moves the project to the "Inspection Scheduled" stage and starts a specific campaign targeting the main contact.
Note: It’s important to manage stage and event triggers carefully to avoid conflicts. If an event trigger is set for a stage, disable any stage triggers for that stage to prevent overlapping actions.
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.