How to create a project workflow to streamline your operations.
  • Navigate to the ‘Workflow’ section in the dashboard.
  • Click on the plus sign to create a new workflow, name it, and add a description.
  • Add activities for your field team by clicking on ‘Actions’.
  • Click on the plus sign, to create and choose the first task and beneficiary, add resources, and set the activation date.
  • Create follow-up actions by selecting the previous node and adding tasks in sequence.
  • Assign the workflow to a project in the ‘Projects’ section.
  • Go to ‘Workflows‘ under project settings to assign the workflow to agents by selecting ‘Actions’ and then ‘Coordinators’. Choose agents to complete the tasks.

Agents will be notified when assigned to a new workflow.

For any assistance, contact us. Let’s streamline your operations and make a positive impact in your community!