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* Click the Menu Icon and under the System Processes , click the '''Workflows''' link. You can also access this by going into the Global settings -> System ==Creating a New Workflow==[[FileThe following steps outline how to set up a new workflow:Workflow Settings.png|thumb|none|800px|Workflow Settings]]
* # Click the Menu Icon and under the System Processes , click the '''Workflows''' link. You can also access this by going into the Global Settings > System tab <br /> [[File:Workflow Settings.png|thumb|none|800px|Workflow Settings]]# The Workflows page is displayed. 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 '''tasks''' 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]]
[[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 '''tasks''' 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.
[[File:Create a Report Reminder Workflow - Main setup page.png|thumb|none|800px|Create a Report Reminder Workflow - Main setup page]]
→Configuration - Essentials
=Configuration - Essentials=
* Give the workflow a '''Name''', add the workflow to a '''Category''' and add a brief '''Description''' to summarize the tasks within it, including any branching conditions for ease of review later. It is also recommended to keep track of any changes made to the task by adding some notes.
'''*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 - Advanced=
