Overview of Events
Events serve as a valuable tool within Cinode, allowing you to efficiently manage and stay informed about various aspects of your business relationships.
Events provide an overview: Events help you gain a comprehensive understanding of the status of your interactions with customers, assignments, colleagues, candidates, partner companies, or sub-contractors. They serve as a centralized hub for tracking important activities and updates.
Mentioning persons triggers notifications: In an event, you have the ability to mention individuals within your organization. This feature is particularly useful as it triggers email notifications for the mentioned individuals. This ensures that relevant stakeholders are informed and can stay up-to-date on important developments.
💡 Add a follow-up event directly when creating an event. Read more further down.
The four different event types in Cinode
Call: log a call that you have had
Meeting: add all meetings that are booked and update the status as you go to show what meetings are planned and which ones are completed.
Notifications: add all relevant information that should be saved for your information.
Task: to remember everything related to a customer.
💡 In the event list you can use these shortcuts to easily add an event
Either you work with events from the event list in the menu or add an event directly in the relevant project, customer, subcontractor or candidate.
Add event to a project
Adding events to a project is a valuable practice that enhances project management, communication, and collaboration. It helps in documenting progress, ensuring accountability, and facilitating efficient coordination among team members, ultimately contributing to the successful execution of the project.
You can create an event while you are working in the pipeline by clicking on the menu (represented by three dots) or by accessing the 'Events' tab when you are on a project card.
Add event to a customer
Go to Customer in the menu and click on the customer to see all events related to this customer. You are also able to view all your events if you go to "Events" in the menu.
To change details or remove the event simply by clicking the three dots to the far right of the event and click 'Edit' or 'Remove'
Click to open the event to view more details.
Here you can;
Click the pen to change details
Click on the customer contact to view other events that are linked to the person.
Add notes for the event and mention a person. By adding a note it is possible to read the note by hoover from the lists the event will be visible on.
Follow-up event 🔄
After you create an event in Cinode, you’ll now see an option to add a follow-up immediately. This feature saves you time and helps you keep the momentum going with your planning.
Steps:
Create your event as usual.
Upon completion, select the 'Add a Follow-up to this event' option.
A new event window will open, where you can schedule your follow-up.
Pre-Filled Follow-Up Event Descriptions
When creating a follow-up event the descriptions will automatically include relevant details from the original event, ensuring you have all the necessary context without any extra effort.
When you initiate a follow-up event, the description field will be pre-populated with information from the parent event.
You can edit this information as needed to tailor it to the specifics of the follow-up.
Work with mentions
Tasks and meetings can be assigned to a specific person and will be shown in their personal overview and activity lists.
1. Create an event by clicking on the + sign at the top right.
or under the tab Events in a project.
2. In the description use @ and write the name to tag them. They will get an email that they have been tagged in Cinode.
What information can be added:
Type: Select the type of event, in this image below "Meeting"
Title: Add a title for the meeting
Related to: Select what the meeting is related to, in this case, a customer
Customer and Customer Contact: Select the customer and the customer contact
From andTo: Add a date for the meeting
Description: In the description, you are able to add a description of the event and also notice a person in your company about this meeting. The person will get an email notification once the person is mentioned in an event. Simply mention a person by typing a "@". You will now see a drop-down menu where you can select a person to be mentioned. You are also able to select a project and a person if this event also is related to a project. In that case, click "@" and select a project and then click "@" and select a person.
Status: Add a status for the event
Visibility: Add if it is private or Public. If you set Visibility Private, only you and the responsible person can see the event. Notice that only meetings and tasks can have a response.
Responsible: Add a responsible for the event. To a meeting or a task, it is possible to add a responsible, yourself or one of your colleagues.
💡 Within the description, you have the option to format text and include hyperlinks.
If you are using the Cinode calendar synchronization, the event meeting is possible to add to your or the responsible calendar.
Export a list of the events
At the lower part of the event list, you'll find an export button.
