1. Access Client Management
Go to the main menu and select "Client Management" from the drop down.
2. Select the Client
Find the row with the client you want to add the workflow(s) for, click on the three dot dropdown trigger in the Action column, and click edit.
3. Add Workflow(s)
Click on the "Add Workflow" button in the top right.
Find the workflow(s) you need within the Company Library and click the checkbox to add to the client profile.
Once you've selected your workflow(s), click the "Add To Client" button.
4. Customize and Activate the Workflow
Click on the workflow draft to begin editing the workflow draft in the client profile. Customize based on your preferences and client needs. First, you can edit the workflow name by clicking on the pencil icon beside it, typing in a new name, and clicking save.
Click on the pencil icon beside each task within the workflow to edit details including the name of the task, description, budgeted hours, required days, assignee, and dependency. Once you're done, click on the "Update" button to save your changes.
5. Set up Recurrence
When editing a draft, it's important to remember to include recurrence before activating the workflow. Go to the Recurrence section and click on the pencil icon to edit and add the recurrence.
Choose the desired type of recurrence: daily, weekly, monthly, or annually. Define how you want to see the workflow on your workspace by entering the start date, repeat cycle, and number of days required to complete the workflow.
Once you're done, click the "Submit" button to save your changes.
6. Activate the Workflow
Click the "Activate" button at the top to initiate the workflow. All the tasks appear in the workspace by the date added.
✅ Pro Tip: When setting up a workflow, consider the number of days required to complete each task. Here's why:Multiple tasks and individuals are often involved in a workflow, creating dependencies.One person's task may depend on another person completing their task promptly.If someone delays starting their task, it can cause delays and put the team at risk of missing deadlines.By allocating sufficient time for each contributor to complete their task, you promote timely and efficient work.Avoiding rushed work reduces the likelihood of mistakes and ensures high-quality output.