Tasks & Workflows
Creating and managing tasks, task templates, workflows, and workflow templates to automate and track operational processes at your centre.
By Ronny and 1 other2 authors15 articles
Task Template Builder
Edit Task Template
Task Template List
Create a New Task Template
Task Details
Task List
Task Overview Calendar
Task Overview
How to Use the Workflow Template Builder
View Workflow Template Details
Edit Workflow Template
Workflow Template List
Create a New Workflow Template
Workflow List
Automatically Create a Follow-Up Consultation After an Onboarding Program