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'''Note''': The field names, activity types, and status names referenced in this example are specific to the SmartSimple Grants Demo System. If you are trying to replicate this workflow in your own system, check that you are using the correct field names, activity types and statuses specific to your system.
'''*Tip*''' → You can build your workflow on your production system first and test it on your backup the next day. Make sure to set the Trigger-on to Deactivate so the workflow won’t run. Once your workflow appears in your backup, you can set the Trigger-On to the correct status and test your workflow without worrying about impacting your production environment.
=Configuration - Creating Tasks=
'''*Best Practice*''' → Create all of your workflow tasks before connecting the tasks.
Navigate to the Tasks bar on the left-hand menu. A workflow will always have a starting point and a completion point where it can terminate. In between, you can have as many different tasks in the workflow.'''*Tip* ''' → You can build your workflow To create a new task, click on the plus button <u>'''Create your production system first and test it on your backup the next day. Make sure task'''</u> * Navigate to set the Trigger-Task tab found on to Deactivate so the workflow won’t run. Once your workflow appears in your backup, you can set the Trigger-On to the correct status and test your workflow without worrying about impacting left side of your production environmentscreen.
=Appendix=
==Options and Settings==
