Workflows & Notifications in Autotask | Scribe

    Workflows & Notifications in Autotask

    • |
    • 7 steps |
    • 50 seconds
      1
      Click here:
      2
      Click "Admin"
      3
      Click "Automation"
      4
      Click "Workflow Rules"
      5
      Click "Workflow Rules"
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      Alert! - This will likely take about 10-30 seconds to load.
      6
      Click "CRM"
      7
      From here, you can edit existing workflows, or create new ones.
      From here, you can edit existing workflows, or create new ones.