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Creating a workflow with scheduled reminders

10 bytes added, 18:40, 17 May 2022
m
Creating Tasks
=Configuration - Advanced=
==Creating Workflow Tasks==
'''*Best Practice*''' →  Create all of your workflow tasks before connecting the tasks. 
: '''Entity''' → Level One
: '''Change Status To→ '''Application Manager - Overdue
 
==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.
Smartstaff
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