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Creating a workflow with scheduled reminders

471 bytes added, 19:15, 13 May 2022

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Navigate to the Tasks bar on the left-hand menu. A workflow will always have a starting point and a completion point where it can terminate. In between, you can have as many different tasks in  the workflow.''' '''To create a new task, click on the plus button

<u>To create a new task, click on the plus button. Again, you would have to give the task a '''Name''', select a '''Task type''Create your first ', and add a brief '''Description''' of the task. The'''</u>task types''' mainly used in this workflow are either an '''Acknowledgement''' or a '''change in status'''. The options available will vary from task type to task type. 

 '''The first task''' * Navigate to the Task tab found on the left side of your screenThe first task is named Initial Delay since it has no function but will indicate that a workflow has started when looking through workflow historys and logs. It is a branching task without any additional function.  '''The subsequent tasks'''

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Bankole Oni

Smartstaff

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