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→Creating a New Workflow
# Click the '''Menu Icon''' and select '''Workflows''' link under System Process. You can also access this by going into the''' Global Settings''' > '''System''' tab > '''Workflows'''. <br /> [[File:Workflow Settings.png|thumb|none|800px|Workflow SettingsThe <strong>Workflows</strong> link located under the <strong>Menu Icon</strong>]]
# On the '''Workflows''' page, click on the plus button to create a new workflow. <br /> [[File:Workflows_Main_Page.png|thumb|none|800px|Add a new Workflow]]
# Select the '''Workflow Type'''. The type will dictate what options will be available when creating T'''asks''' and where the actions will occur. For this workflow, we’re going to be selecting '''Tracking Activities'''. We are selecting '''Tracking Activities''' for this workflow because we are looking at level 2 records which in this case are the reports. <br />[[File:Create a Report Reminder Workflow - Main setup page.png|thumb|none|800px|Create a Report Reminder Workflow - Main setup page]]