Add tasks and follow-ups, then set assignment rules if needed
As you create each task or follow-up, set a specific person or use one of three flexible options to ensure that the right person is responsible.
Optionally set scheduling rules
Tasks and follow-ups can be scheduled around a date that you select when you add the workflow. Solve will automatically calculate the due dates and set reminders for you.
When workflows have stages, add steps …
The next set of tasks will be automatically queued up once the initial set is complete.
Steps guarantee that tasks are completed in the right order, that they’re assigned at the perfect time and that only actionable items are surfaced.
Hold-and-drag to reorganize
Continue to Using a workflow …