Tasks & Workflows
Creating and managing tasks, task templates, workflows, and workflow templates to automate and track operational processes at your centre.
By Ronny1 author15 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