[[File:Create-New-Activity-Task.png|thumb|none|800px|Creating a New Activity Task]]
# 4. Under the '''scheduling tab''' → configure the activity to meet your requirements. Not all fields listed in this section need to be configured - it will depend on the activity type.:#::*'''Start Date / End Date:''' Choose the date fields that will determine the start and end date of the activity scheduling period.:#::* You can set the frequency the activity is scheduled - activities will be created immediately, but the date will take the frequency into account. Note that activities will only be automatically scheduled within the time frame set above.:#::* Select the field from the grant application that contains the grant amount. This value will then be split equally between all payment activities being scheduled.:#::*You can also select the field where the amount of each payment will be stored - note that the total amount will be divided equally between all of the activities.:#::*Select the date field that will store the scheduled activity date.
[[File:Scheduling-tab.png|thumb|none|800px|Scheduling Tab]]
'''Note:''' If you do not see a Scheduling Tab → make sure to toggle on advanced options, found near the top right of your screen.
====Task 3 - Send Approved Receipt====
##'''Task Name: '''Send Approved Receipt ##'''Task Type''' : Acknowledgement :##:In this case, you will be using the acknowledgment task to send an email to the applicant. You can specify who the email will be sent to under the Routing section. Select Owner if you want the email to be sent to the applicant.
[[File:Task-routing.png|thumb|none|800px|Routing a Task]]
# 3. You can configure the email content by navigating to the '''Message Template tab'''.
[[File:Message-Template-Tab.png|thumb|none|800px|Message Tab]]
# 4. Here you can specify::###::* Message type (instant message or email).:###::* Email template (can create from scratch or choose an existing template).:###::* Add a subject to the email template.:###::* We always suggest saving your email as an event. This will store the email as an event on the user profile.### You can also add attachments to the email template here.:###::* To do so you will need to reference a custom field where a document is stored. The format used to reference the field is '''@#Custom Field ID#@''':###::* You can attach multiple documents. They will need to be delimited by semicolons.
### #### You can use the Variable Syntax helper (found in the configuration mode shortcuts list) to test your email template against a record. :####::*Copy the email template and paste it into the helper. This will allow you to confirm that you are populating the correct information in your email template.
[[File:Creating Approves Status Workflow - Attaching Files to Email.png|thumb|none|800px|Attach a file to an email]]
####
====Task 4 - Create Progress Report====
'''Task Name: '''Create Progress Report