Workflow Builder
From creating workflows and assigning tasks to tracking completion and auditing performance, this category covers everything you need to streamline operations, improve consistency, and ensure accountability. Learn best practices, explore advanced features like Smart Flows, and get guidance on maintaining and optimizing your workflows effectively.
- Creating Your First Workflow
- Adding Tasks to a Workflow
- Configuring One-Time Vs Recurring Tasks
- Setting Due Dates for Tasks
- Managing Workflow Versions and Effective Dates
- Cloning, Activating, and Deactivating Workflows
- Using Smart Flows with Workflow Builder
- Assigning Tasks to Staff Members
- Viewing Assigned Workflows
- Quick Checklist for Workflow Builder
- Common Questions & Solutions