AiFlo Help Docs
  • Welcome to Aiflo
  • Product Guides
  • Field Sales
    • Area
    • Route
    • Scheme
    • Product Price
    • Product
    • Customer
    • Announcement
    • Document
    • Today Plan
    • My Visits
    • Weekly Plan
    • Orders
    • Route Plan
    • Visit Report
    • Reports by Orders
    • Reports by Visit
    • Reports by Target
    • Add Customer from the Mobile App
    • Presentation in Mobile App
    • Tracking
    • Attendance Report
    • FSA-Payment Collection
  • CRM
    • Lead
    • Lead Activity
    • Opportunity
    • Opportunity Activity
    • Customer
    • Customer Activity
    • Contact
    • Quotation
      • Share Quotation through Email
    • Invoice
      • Share Invoice through Email
    • Purchase Order
    • Target
    • Marketing
      • Configure Email Campaign
      • Configure SMS Campaign
    • Sales Pipeline
      • Stages
    • Product
    • User Mapping
      • User Permission
    • Company
    • Company Activity
    • Company
    • Bulk Edit Lead
    • Bulk Edit Opportunity
    • Bulk Edit Customer, Contact and Company
    • CRM
    • Create Invoice
    • WhatsApp Campaign
    • CRM List
  • Employee Helpdesk
    • Create Ticket
    • Manage Ticket
    • Update Ticket
    • User Mapping
      • User Permission
    • Out Duty Request
    • Regularization Request
  • Recruitment and ATS
    • Candidate Requisition
    • Create and Manage Job
      • Add Job Image
    • Create and Manage Candidate
    • Job Tracker
      • Add candidates in the tracker
      • Recruiter can perform different action
        • Shortlist
        • Create HW test
        • HW submission reminder
        • Send HW test for review
        • Create technical test
        • Schedule Interview
        • Cancel Interview
        • Send offer approval
        • Send offer
        • Upload resignation
        • Upload documents
        • Update Profile
        • Shared JD
        • Move Candidate
        • Copy Job URL
        • Duplicate Out
        • Propose Candidate
        • On Hold
        • Move to Talent Bank
        • Reject
        • Psychometric Test
        • Psychometric Test Reminder
        • Technical Test Reminder
        • Quickbook TestQuickAppFlow
      • Bulk Edit and delete candidate
      • Other actions
    • Shortlist candidate for job post
    • Recruitment Setting
    • Create Examiner
    • Create Vendor
    • Publish Job Post to Vendors
    • Configure HW test templates for different job role
    • User Mapping
    • User Permission
    • Add Qualification
    • Add Location
    • Add Skill Type
    • Candidate Portal
    • Examiner Portal
    • My Dashboard
    • Recruiter Status Report
    • Timesheet
    • Emcareer Portal
  • Onboarding
    • Onboarding Process
      • Start Onboarding Process
    • User Mapping
    • User Permission
  • Employees
    • Create Employee
  • Planner
    • Create and Manage Plan
    • Add Plan Member and Create a Container
    • Create and Manage Task
    • Add Documents
    • Create and Manage Template and Template Task
    • Configure Setting
    • Reports
    • Permission Matrix
  • Offboarding
    • Start Offboarding Process
    • Resignation
    • Configure Offboarding Task
    • Offboarding Reason
    • Permission
      • User Mapping
      • User Permission
  • Timesheet
    • How fill up Timesheet
    • How to Approve Timesheet
    • How to Reject Timesheet
    • Timesheet Reports
    • How to view offboarded employee’s timesheet
  • Framework
    • Form Designer
    • Workflow Designer
    • AI Workflow
    • Create Workflow
    • Workflow to Send Notifications
  • Attendance
    • Aiflo Attendance Setup on Mobile
    • Attendance on Desktop
    • My Team Attendance
    • Regularization Request
    • OD Request
    • Geofencing
    • Shift Allocation
    • Report
  • User Management
    • New User Management
  • Employee Helpdesk From Mobile
    • Out Duty Request
    • Regularization Request
  • Leave From Mobile
  • Holiday From Mobile
  • Employee Profile
    • Tax Declaration
  • Employee Performance
    • Set Objective and Employee Self Rating.
    • Employee Performance-Manager Rating
    • Employee Performance-Second Level Manager Rating
  • Meeting Room
  • Expense
  • Payroll
    • Configure Salary Heads
    • Payroll Structure
    • Schedule and Run Payroll
  • Project Management
    • Configure Project
    • Resource Allocation
    • PM Setting
  • Policy Document
  • Organization Chart
  • E-Directory
  • Admin Settings
  • Org Event
  • Holiday
  • Helpdesk
    • Manage Ticket.
    • Update Ticket
    • Users
    • Permission
    • Asset
      • Asset Type
      • Asset Category
      • Asset Inventory
      • Asset Search
      • Replenishment
    • Customer Portal
      • How Customer User raise a Ticket
      • Invoice and Quotation
  • Asset Management
    • Asset Type
    • Asset Inventory
    • Asset Category
    • Asset Search
    • Replenishment
Powered by GitBook
On this page
  1. Planner

Add Plan Member and Create a Container

  • Welcome to QuickAppFlow

  • Product Guides

    • Field Sales

    • CRM

    • Employee Helpdesk

    • Recruitment and ATS

    • Onboarding

    • Employees

  • Planner

    • Create and Manage Plan

    • Add Plan Member and Create a Container

    • Create and Manage Task

    • Add Documents

    • Create and Manage Template and Template Task

    • Configure Setting

    • Reports

    • Permission Matrix

  • Offboarding

  • Timesheet

  • Framework

  • Attendance

  • User Management

  • Employee Helpdesk From Mobile

  • Leave From Mobile

  • Holiday From Mobile

  • Employee Profile

  • Employee Performance

  • Meeting Room

  • Expense

  • Payroll

  • Project Management

  • Policy Document

  • Organization Chart

  • E-Directory

  • Admin Settings

  • Org Event

  • Holiday

  • Helpdesk

  • Asset Management

Powered by GitBook

PreviousCreate and Manage PlanNextCreate and Manage Task