- 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!
