How to Create a Workflow: Check-in Phase
Mariz Torres
30 steps
3 minutes
17Hats
Stripe
1
Navigate to [https://admin.17hats.com/app/workflows/templates](https://admin.17hats.com/app/workflows/templates)
2
Click "1 - Inquiry"
3
Click here.
4
Click "Add a New Phase"
5
Click this text field.
6
Type "Check-ins"
7
Click "Save"
8
Click "ADD"
9
Click "Automatically send emails, questionnaires, and more"
10
Click "None"
11
Click "IMPORT - follow up"
12
Click this text field.
13
Click "after activating this Workflow"
14
Click "Save"
15
Click "ADD"
16
Click "Action"
17
Click "Send an Email"
18
Click "Send an Email"
19
Click "IMPORT - final check in"
20
Click this text field.
21
Click "after activating this Workflow"
22
Click "Save"
23
Click here.
24
Click "Automatically send emails, questionnaires, and more"
25
Click "Send an Email"
26
Click "Archive the Project"
27
Click "Approve before archiving"
28
Click this text field.
29
Click "after all previous items are complete"
30
Click "Save"
How to Create a Workflow: Check-in Phase
Mariz Torres
30 steps
3 minutes
17Hats
Stripe
1
Navigate to [https://admin.17hats.com/app/workflows/templates](https://admin.17hats.com/app/workflows/templates)
2
Click "1 - Inquiry"
3
Click here.
4
Click "Add a New Phase"
5
Click this text field.
6
Type "Check-ins"
7
Click "Save"
8
Click "ADD"
9
Click "Automatically send emails, questionnaires, and more"
10
Click "None"
11
Click "IMPORT - follow up"
12
Click this text field.
13
Click "after activating this Workflow"
14
Click "Save"
15
Click "ADD"
16
Click "Action"
17
Click "Send an Email"
18
Click "Send an Email"
19
Click "IMPORT - final check in"
20
Click this text field.
21
Click "after activating this Workflow"
22
Click "Save"
23
Click here.
24
Click "Automatically send emails, questionnaires, and more"
25
Click "Send an Email"
26
Click "Archive the Project"
27
Click "Approve before archiving"
28
Click this text field.
29
Click "after all previous items are complete"
30
Click "Save"
