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→Configuration - Creating Tasks
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=Configuration - Creating Tasks=
<span style="color: #0000ff008000;">'''*Best Practice*''' </span> → Create all of your workflow tasks before connecting the taskstogether.
<u>'''Creating Your First Task'''</u>
* Navigate to the '''Task tab ''' found on the left side of your screen.
** We suggest creating an '''Acknowledgment''' as your first task type.
** Name this task '''Placeholder.'''
*** This task will not have a function but will indicate that a workflow has started when looking through . You will be able to see this task listed in the workflow history/logs log on the a specific record that has passed through this process.
* Under the '''scheduling tab ''' → configure the L2 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 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 determine will store the scheduled activity date.: INSERT IMAGE IMAGE : <span style="color: #008000ff6600;">'''Note:'''</span> 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 Receipt'''
* Task Name → Send Approved Receipt
* You can configure the email being sent by email content by navigating to the '''Message Template tab'''.
* Here you can specify:
: → Email template (can create from scratch or choose an existing template).
: → Add a subject to the email template.
: → You can use the Variable Syntax helper (found in the configuration mode shortcutslist) 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.
* 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 the 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.
INSERT IMAGE
: → You can also generate a contract through the '''Generate PDF task''' - but you will not be able to alter the document once the PDF is created. By creating a contract activity, you are able to make adjustments to the contract's content.
'''Task 7 - Update Approved Date - Date '''
* Task Name → Update Approved Date