Workflow Tasks allow you to:
Define a list of steps for you and your team to follow for clients added to the workflow
Set alerts, include email templates, build out detailed descriptions, and set up links to other software or reference material needed to complete each step
You can find Workflow Tasks by selecting Edit Workflow in a Workflow's menu:
There you can select the Add Task button to begin building out the task list:
Now you can name the task, assign the task to a member of your team, and configure the task with alerts, email templates, a description, links, and more:
You can choose whether to add this task to clients currently in the workflow:
And select Save when you're done:
Workflows should include a comprehensive list of tasks that helps you deliver a repeatable client experience:
This list of tasks will be included for every client added to the workflow and can be added to, completed, edited, or deleted for each client individually:
You can edit an existing task by selecting the task's name.
You can reorder tasks by dragging on the grip-lines.
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