illu Help Desk
Web App
illu Help Desk
illu Help Desk
  • 👋Welcome to illu
  • 🚀Quick Start Guide
    • Workflow Provider Org
    • Full Access Installer Org
    • Guest Installer Org
  • 📚Workflow Library
    • đŸ“ĻWorkflow Packs
    • 🏠Residential Solar & Storage Best Practices
    • â˜€ī¸C&I Solar Inspection & Testing (IEC 62446-1)
    • 🔋C&I ESS Visual Inspection and Monitoring
    • 🔌Hardware Specific
      • 🟩SimpliPhi
      • 🟧Enphase
      • 🟩Schneider Electric
      • đŸŸĢOutback Power
    • 📃Frontline Safety and Reporting
    • đŸ“ĨRequest a Workflow
  • đŸ™‹â€â™€ī¸Get Help
  • Fundamentals
    • 👩‍đŸĢillu Basics
    • 👩‍đŸ’ģSubscription Tiers and Features
    • đŸ’ģWhat Devices Support illu?
    • đŸŽī¸New and Upcoming Features
    • 📴Offline Mode
  • Accounts and Members
    • 🤝Create an Account and new Organization
    • 📨Inviting Team Members
    • 👍Accepting an Invitation
    • đŸ’ŧFor Admins
      • â„šī¸Setting Custom Job Fields
      • 👩‍đŸ’ģManaging Admins & User Access
      • đŸ’ĩManaging Billing and Payment
    • 🧑Changing & Managing Accounts
      • 🔒Change Password
      • 📲Transfer an Account
      • đŸšŊDelete an Account
  • Workflows
    • đŸ—ēī¸Workflow Overview
    • ➕Create a Workflow
    • đŸ—ƒī¸Organizing Workflows with Folders & Tags
    • 📤Publish & Share Workflows
    • 📋Add Workflows to a Job
    • 💡Workflow Tips & Tricks
  • Jobs
    • 🤹Job Basics
      • ➕Create & Delegate Job
      • âœī¸Edit Job Requirements
      • ✨Update Job Progress
    • 📱Completing Jobs and Workflows on Mobile App
      • From a Shared URL/QR Code
      • From Your Workflow List
    • đŸ—ēī¸View Jobs on Map
    • 📄Generate Job Report
    • âŦ‡ī¸Bulk Export Job Data
  • SITES
    • 🧭Create/Edit Job Sites
    • âš™ī¸Site Equipment Register
  • illu API
    • 🔑API Overview
    • 🔌API Examples
      • âš ī¸Trigger New Job on Alert
      • 📍Create New Site on Project Start
      • ✅Update Job Status on Approval
  • Best practices
    • 🔧Maintenance
      • 💸Why it matters
      • đŸĻēSafety first!
      • đŸ—“ī¸Planned
      • 🚨Reactive
    • â˜€ī¸Technology-specific
      • 🔋Battery storage
      • 🔌Distribution
      • 🔀Inverters
      • â˜€ī¸Solar PV
    • 💡Examples
      • IEC 62446-1 Summarized
      • â˜€ī¸Community Solar Mini-grid
      • â˜€ī¸Solar C&I
  • 💡Tips
    • 🔁How to Set Up Recurring Proccesses
    • đŸŽŦExample of illu in Action
  • Support
    • ❓Frequently Asked Questions
    • 🤒Known Issues
  • Links
    • đŸ–ąī¸Demo
    • 🤝Terms of Service
    • 🔏Privacy Policy
    • 📧Contact Us
  • đŸ’ĒUse Cases
    • đŸ› ī¸illu for OEMs
    • đŸ‘ˇâ€â™€ī¸illu for Installers
Powered by GitBook
On this page

Was this helpful?

  1. Tips

How to Set Up Recurring Proccesses

To get the most out of illu, set up your org's recurring processes in Jobs to make sure that your team stays on schedule

PreviousSolar C&INextExample of illu in Action

Last updated 1 year ago

Was this helpful?

Make a Template Job for the event/task

  1. Create a new Job

  2. Give the Job a name that matches the goal of the recurring task and the label of "Template" in the name. For example, "[TEMPLATE] Monthly Maintenance"

  3. Add any details in the Notes that you want to be permanently attached to the Job.

  4. Set the Date to a older date so that the Template Job is always at the top of your Job list (when you sort by Due Date).

  5. If you always want the same Assignee and/or Collaborators, add them to the Job.

  6. Attach the Workflows you want to be attached to every instance. Note: When you update that workflow in your organization's library, you will need to update the Workflows attached to your templates. You can do this by going into Edit mode on the template Job, deleting the Workflow that you updated, and then re-adding it. This will attach the most recent version of the Workflow to the template Job.

  7. Save the Job template. Now you are ready to go!

  8. When you want to use your template, simply duplicate the Job, make the edits you want (Assignee, Date, Site, etc.) and Save it.

💡
🔁