A Workflow is a task/collection of tasks that push the user/s through a specific process, actioning key items at each stage to complete the process
Workflows are one of the most powerful features of Client Manager - they allow a user to work through a process, but rather than moving around the system to complete required tasks, Client Manager will bring that information to the user
Tasks can be pushed between different users, depending on how the workflow has been configured
Assigning Workflows
Assigning in Bulk
Generate a client list
Select all clients > Actions > Bulk Assign Workflow
Select Workflow and Assign
Assigning to Single Client
Click on Create > CRM > Assign Workflow
Select Workflow and Assign
Working through a Task
Working through a task can involve taking responsibility for the task, working through the actions, completing any notes or checklist items, before marking the task as 'Complete'
Creating a Workflow
In the below example, we walk you through creating a very simple workflow
More complex examples will be showcased in the Intermediate and Advanced courses
Additional information on workflows can be found here
