Scheduling: Calendar view and delegated scheduling capability in Inbox
complete
M
Marc Rosa
complete
We are
thrilled
to share that Planner, Thread’s solution to “scheduling”, is now available for early Beta access 🎉📆
Planner is a request tracking and planning tool within Inbox that lets MSPs plan when work can be accomplished. With Planner, you can plan which day a thread should be tackled and set a time for down-to-the-minute scheduling. Planner is Thread's approach to the well-embraced practice of "scheduling" tickets and is designed with decades of Agile best practices in mind.
- Plan whenwork is done.
- Triage with a single click.
- Dispatch with instant context.
- Sync with your tools in real-time.
Learn more in today’s release announcements.
You can also request access to the Early Beta
by emailing marc@getthread.com, connecting with the Thread team, or reaching out to your Growth + Success partners. Happy Planning! 📆
A
Anthony McMillian
Marc, I will send you an email as well, but my team and I are interested in helping testing this out
M
Marc Rosa
in progress
I'm thrilled to share that we're currently in the design and development process with Scheduling.
With the upcoming product updates, Inbox users will be able to set firm appointment dates with contacts as well as queue up work in a technician's workday.
This has long been a requested ask; we're excited to move forward with this.
Interested in lending a voice with prototype testing, or open to sharing a quick note about how you use Scheduling in your day-to-day? Feel free to reach out at marc@getthread.com - we'd love to learn from you.
M
Marc Rosa
Merged in a post:
Ability to view existing scheduled calls, create scheduled events
S
Simon Gadsby
When we've scheduled something with a client, we'd like to know so that we can respond and follow up. We'd also like to know when we've missed a schedule.
M
Master User
Yes, I feel like this should be an expandable banner >card or something that is pinned to the top or bottom of the threaded conversation. Any scheduled event that is already linked to the ticket, for visibility at first, and then eventually the ability to create/edit existing events, and even to send booking requests via Timezests API https://developer.timezest.com/
M
Marc Rosa
Merged in a post:
Schedule meetings via Inbox
Thread
M
Marc Rosa
planned
This is in flight: We're in "design and research" mode and exploring ways to bring scheduling closer to Inbox!
Interested in reviewing prototypes or sharing feedback on ways Scheduling could be powerful for you? Email me at marc@getthread.com - we'd love to connect (email, video call, whatever makes sense for you).
K
Kristof Orts
Merged in a post:
I would like to be able to schedule resources for appointments and follow-ups with customers through inbox
J
Jackie Oliva
I would like to be able to schedule resources for appointments and follow-ups with customers through inbox. I would also like those schedules to sync with my ticketing system.
We want to be able to use Inbox exclusively for service desk. Today we have to navigate to the ticket in our PSA to schedule resources.
J
Joel Kino
You could easily do this with TimeZest and snippets if you use TimeZest
Thread
Merged in a post:
TimeZest integration
K
Kristof
The ability to schedule meetings via TimeZest, send a link to a customer
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