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Creating a workflow with scheduled reminders

226 bytes added, 16:58, 19 May 2022
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: [[File:Creating a New task.png|thumb|none|800px|Creating a New task]]
: 2.  To create a new task, click on the plus button. Again, you would have to give the task a '''Name''', select a '''Task type''', and add a brief '''Description''' of the task. The''' 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. 
==Task 1: Setting up the  '''Initial Delay'''==
The first '''task''' is named''' Initial Delay''' since it has no function but will indicate that a '''workflow''' has started when looking through '''workflow histories''' and logs. It is a branching '''task''' without any additional function.
[[File:6 week reminder to Grant Staff task.png|thumb|none|800px|6 week reminder to Grant Staff task]]
Setting up the 6 Week Reminder to Staff task
# We have given this a '''Task Name  '''6 Week Reminder to Staff 
==Task 3: '''4 Week Reminder to Grantee'''==
      This next task will be used to send out the first email reminder to '''Grantee''' about the same upcoming report that is to be filled out.
[[File:4 week reminder to Grantee task.png|thumb|none|800px|4 week reminder to Grantee task]]
Setting up the 4 Week Reminder to Grantee task
# We have given this a '''Task Name  '''4 Week Reminder to Grantee 
==Task 4:''' 1 Week Reminder'''==
      This  This next task will be used to send out a second email reminder to the Grantee about the same upcoming report that is to be filled out.
[[File:1 week reminder to Grantee task.png|thumb|none|800px|1 week reminder to Grantee task]]
Setting up the 1 Week Reminder to Grantee task
# We have given this a '''Task Name '''1 Week Reminder to Grantee 
==Task 5: '''On Due Date Reminder to Grantee'''==
      This next task will be used to send out a third email reminder to the Grantee about the same upcoming report that is to be filled out.
[[File:On due date reminder to Grantee task.png|thumb|none|800px|On due date reminder to Grantee task]]
Setting up the On Due Date Reminder to Grantee task
# We have given this a '''Task Name '''On Due Date Reminder to Grantee
[[File:On due date reminder to Grant Staff task.png|thumb|none|800px|On due date reminder to Grant Staff task]]
Setting up the On Due Date Reminder to Grant Staff task
# We have given this a '''Task Name '''On Due Date Reminder to Grantee
# The''' Role''' indicates which user should receive this reminder email. In this case, it is the '''Grant Staff '''on the record.
# Create the '''Message template'''.
 
==Task 7: '''Status to Overdue'''==
[[File:Status to Overdue task.png|thumb|none|800px|Status to Overdue task]]
Setting up the Status to Overdue task
# We have given this a '''Task Name '''Status to Overdue
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