{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/100927ad6dd747d8ac6ae031bd25f356\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/100927ad6dd747d8ac6ae031bd25f356-844f4f0e13c76352-full.jpg","duration":242.633333,"title":"Automations, Assignments, and Manual Overrides","description":"This Loom explains how the day to day Kanban board works in Team up, including automations, assignments, and manual overrides. Columns represent each lifecycle stage with color coded headers showing stage names and the number of customers, while each customer card displays name, email, assigned staff, and whether movement is automatic or manually overridden. Automations watch for criteria and automatically move customers to the right stage, with every stage change logged in the customer interactions feed including the exact criteria and the word Automatic for automated moves. You can assign a customer to a staff member via Assign Instructor or Staff, and dragging a card to a new stage applies a manual tag, stopping further automation for that card until you revert it to automation. Manual moves still trigger lifecycle email notifications the same way as automatic moves."}