How to add phases and tasks to a workflow template | Scribe

How to add phases and tasks to a workflow template

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  • 2 minutes
  • PixifiPixifi
Navigate to [https://www.pixifi.com/admin/workflow/26070/](https://www.pixifi.com/admin/workflow/26070/)
All of the Tasks inside the Template can be grouped into phases and each phase has a calculated due date that will apply to all Tasks within that phase. Each phase can also have “Actions" like Emailing a Client or sending a questionnaire. When you add those actions to each phase, they won’t get triggered to send off until ALL the Tasks within that phase have been marked as completed.
Select the Workflow you want to edit with phases > click "Add Phase"
Title the Phase and fill the necessary fields > Save
To add tasks to the phase , click "Add"
Select the task you want to add to the phase
Manage the task > Save
You can also add Automatic Items to the Workflow -these are actions that you schedule to be automatically activated
Select the action
Fill the fields > Click "Save"
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