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To add/edit a workflow go to Agency Admin > Workflows . This will list all workflows by name and type. To create a new workflow click the Add Workflow button. Next, give your new workflow a name and select a workflow type.
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On an individual Contact or Policy page, the Workflows Tab will provide a list of all workflows that have been added. For a given workflow, each item will appear as a gray box within the progress bar. When an item is complete it will change color and a tooltip will give you a quick look at when it was completed.
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Marking a step N/A
If you are currently competing steps within a Workflow and you get to one that can be skipped or no longer applies to the process, you now can mark that step as N/A. That step will appear in a lighter green shade on your Workflow progress bar.
If that step needs to now apply you can simply click the eye icon box and it will remove the N/A status and give you the opportunity to check the step as completed.
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Creating a Task from a step
You now have the ability to create a Task from any step within a Workflow. Select the + icon under the Task column and input your task notes – assign to the appropriate action taker.
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Workflows Dashboard
This dashboard will provide you with a view of all workflows that have been applied to a contact contract or policy. Use the filter tower to help you find a specific set of workflows that you wish to work on. Below is the Workflow Dashboard Training video.
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