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Getting Started - Implementing Arrows

Getting Started - Implementing Arrows

Custom roles for plan participants

Custom roles allow you to add placeholders to templates and plans so you can automatically assign tasks to those responsible individuals without all of the manual work to assign each task.

Embed task actions to speed up task completion

Embedding content into your mutual action plans can make it easier for your participants to get tasks done.

Template settings

When you are creating or editing an Arrows Template, the Settings drawer is where you can access your general settings, your plan attributes, and other/advanced settings!

Embed your coordinator’s scheduling calendar automatically into a task

Using a dynamic text tag, you can automatically update a scheduling page within a task based on the plan’s coordinator.

Using task actions to enhance the content in your plans

Arrows tasks are designed to allow you to empower your customers to take action. You can add different action types directly to your tasks to allow your customers to schedule their next call, upload their documents, watch a video, fill out a form, and much more!

Automatically set plan start dates and target completion dates

Knowing the expected timeline of any project or plan is always helpful. Using plan start and target dates, along with relative task due-dates, can help you proactively communicate timelines.

A guide to Arrows’ email reminders

This guide details the types of notifications and reminders your participants will receive from their Arrows plan, and how you can control them!

Using Sequential Phases to ensure urgent tasks get completed

The Sequential Phasing feature in Arrows allows you to require customers to complete all of the tasks within a phase before making the next set of tasks available for them.

Optional Tasks

Instructions for setting a task in your Arrows templates/plans as “optional”