We're focusing on new things
No need to worry; you'll still have access to this feature, but unfortunately, we can no longer support Rules after 1st of August 2023. The good news, though, we're replacing it with new and improved features that will be even better. This feature will be replaced by Automations. If you have any questions, do not hesitate to contact support@tymeshift.com.
Tymeshift relies on automation to boost your team's productivity, efficiency, and more. Creating Rules lets Tymeshift automatically perform many actions based on your specifications.
Important: note that the Rules feature is designed to work only with the Legacy Agent Activity. We’re currently working on releasing Automations, which will be a new set of triggers programmed to work with our new Agent Activity. Keep an eye out for the progress on our roadmap!
Create a Rule by following these steps:
- Go to Admin
. - Click on Rules.
- Click on the
button. - Fill in the Criteria.
- Click on the
button.
Note: individual Rules are triggered every 5 minutes while cumulative rules are triggered every 60 minutes. You can manually run Rules at any time just by clicking on the Run button in the upper right corner.
Important: when creating Rules based on Groups Tymeshift will create an individual rule for each user within the selected group. To maintain a clear view of all your Rules chose All Groups over a specific one if you are planning to apply a similar rule many users at the same time.
You can easily edit a Rule by following these steps:
- Go to Admin .
- Click on Rules.
- Hover over the Rule and choose to View, Update, or Delete it.
Note: you can see the Rule Log under the View option, which will show you the last time the Rule was run.
You can use Rules for many different scenarios. Here are a few of the most popular uses:
- Automatically clock an agent out at the end of the day if they forget and delete (additionally, delete the last timesheet).
- Send a notification to an agent or a manager if a ticket is taking longer than usual to solve.
- Automatically shift an agent to Untracked Time if they are inactive on a task for a long time.
- Automatically delete Timesheets if an agent is clocked in for a long time in Untracked Time.
Note: Also, see How Rules behave with New Tickets.