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→Configuring A Workflow
# Item Select '''Workflow Type''': The type will dictate which information/fields will be available when creating tasks - You can select different UTA’s, levels, contacts, organizations etc… as your workflow type.
# Item Name the workflow and add it to a Category
* Suggested naming convention: UTA, Record Level (1/2/3) - Goal/Status
** '''EX:''' Submission Manager L1
# Item Add a workflow description (optional).
* Include a list of tasks and branching conditions for ease of review later.
* Add notes to your workflow if you make changes to it.
# Item Set the '''Trigger-On'''
* The trigger dictates what status or action will initiate the workflow.