Changes

: 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'''

=Configuration - 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.

[[File:Overview of tasks and connectors.png|thumb|none|800px|Overview of tasks and connectors]]

Once the time comes for these emails to get sent out, here is how to check to see if the workflow is performing these tasks.

* You will be able to see a list of completed workflow tasks from your workflow here. Make sure the task status is completed for each of your tasks i.e. the last connector is set to connect to Complete, for the benefit of workflow logs against a record.

** Note: Not all of the options in the menu below will be visible in your menu.

* You will be able to see the email sitting in the queue and you can open the body of the email by clicking the envelope icon.