Embedding content into your mutual action plans can make it easier for your participants to get tasks done.
When you are creating or editing an Arrows Template, the “Settings” tab is where you can access your Template and Plan details, your Dynamic Text tags, and your Template options
Head to the Blocks tab when editing a Template to customize the layout of your mutual action plans.
A dynamic text tag is a string of text that can dynamically change based on information that lives in a different place, like your CRM or the customer’s profile page in Arrows.
Tasks can be enriched with embedded URLs, files for participants to download, fields to request files for upload, and form fields to capture information from your customers.
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.