About this course

Creating a Workflow

• Creating a New Workflow
• Editing Workflow Details
• Archiving Workflows

Creating a Task

• Creating a New Task
• Editing a Task

Adding Actions to a Task

• Commonly Used Actions
• Send Standard Document
• Automatic Key Dates
• Sending Text Messages
• Allocate Custom Questionnaire
• Editing & Removing Actions

Linking Tasks to a Workflow

• Linking a Task
• Dragging & Dropping Tasks

Workflow Sections

• Creating Workflow Sections
• Linking Tasks to Workflow Sections

Key Date Types

• Creating Key Date Types
• Editing Key Date Types