Smartstaff
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: 2. To create a new task, click on the plus button. Again, you would have to give the task a '''Name''', select a '''Task type''', and add a brief '''Description''' of the task. The''' task types''' mainly used in this workflow are either an '''Acknowledgement''' or a '''change in status'''. The options available will vary from task type to task type.
==Task 1: Setting up the '''Initial Delay'''==
The first '''task''' is named''' Initial Delay''' since it has no function but will indicate that a '''workflow''' has started when looking through '''workflow histories''' and logs. It is a branching '''task''' without any additional function.
==Task 2: '''6 Week Reminder to Staff'''==
[[File:6 week reminder to Grant Staff task.png|thumb|none|800px|6 week reminder to Grant Staff task]]
# You can Create a '''Default Task Connector''' to the previous task, but it is recommended to create all the tasks first and then create the connectors afterwards. In this case, the connector will need to be modified after it has been created to account for the scheduling.
# 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.
[[File:Message template for tasks.png|thumb|none|800px|Message template for tasks]]
==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.
: '''Role''' → Add the role that should receive this reminder email - Owner
: Create the '''Message template'''
This next task will be used to send out a second email reminder to the Grantee about the same upcoming report that is to be filled out.
: '''Role''' → Add the role that should receive this reminder email - Owner
: Create the '''Message template'''
This next task will be used to send out a third email reminder to the Grantee about the same upcoming report that is to be filled out.
: '''Role''' → Add the role that should receive this reminder email - Owner
: Create the '''Message template'''
This next task will be used to send out a third email reminder to the Grant Staff about the same upcoming report that is to be filled out.
: '''Role''' → Add the role that should receive this reminder email - Grant Staff
: Create the '''Message template'''
This task is created to change the status of the report to overdue. Note that if additional tasks need to be triggered by the overdue status, an additional workflow will need to be created and triggered.
: '''Entity''' → Level One
: '''Change Status To→ '''Application Manager - Overdue
=Configuration - Task Connectors=
==Creating Task Connectors==
Now that you have created all of your workflow tasks, you will need to connect them. This can be done by creating Connectors. Workflows only run tasks if they have been connected together and have applicable conditions.