Smartstaff
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'''Creating the tasks'''
* '''Task 1:Initial Delay'''<br />** The first task is named Initial Delay since it has no function but will indicate that a workflow has started when looking through workflow historys histories and logs. It is a branching task without any additional function.
* '''Task 2: 6 Week Reminder to Staff'''
The next task will be used to send out the first email reminder to the '''Grant Staff''' about the upcoming report that is to be filled out
: Create the '''Message template''' which would include the '''Message Type''', '''Email Template''', '''From Address''', any other '''Cc Address(es)''', '''Message Format''', '''Message Subject''', and the '''Body''' of the message. You can use variables to populate content relevant to the triggering record, such as a name or grant id.
* '''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.
INSERT IMAGE
: '''Task Name → 4 Week Reminder '''
: '''Task Type''' → Acknowledgement
: '''Description''' → Add a description
: '''Role''' → Add the role that should receive this reminder email - Owner
: Create the '''Message template'''
* '''Task 4: 1 Week Reminder'''
: