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