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Workflows and To-Dos
7 articles
New: Edit before Sending OptionHave Iris remind you when it's time to send an email. Review and modify it before sending!
What is a workflow in Iris Works?
How do I create a new workflow?
Applying Workflow Changes
Can I edit an existing workflow template?
Can I add a to-do item that’s is not associated with an open session?
What is the to-do tab at the top navigation?