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Configuring A Workflow
===Configuring A Workflow===
1. 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.
 
2. Name the workflow and add it to a Category
1.:* Include a list of tasks and branching conditions for ease of review later.
2.:* Add notes to your workflow if you make changes to it.
 
4. Set the '''Trigger-On'''
1.:* The trigger dictates what status or action will initiate the workflow.
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