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InfoFlo CRM Knowledge Base

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Project- Workflow

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InfoFlo’s auto populate workflow is designed to automatically generate a list of tasks for every new project you create based on the project type selected. For more information please see the steps below:

  • 1. Click Setting-> click Preference-> click project->click Auto Populate


  • 2. Before creating a workflow be sure to add projects Types Click here to view how to create project types
  • 3. Click Add and click inside the Edit Item column and the task form will appear. Here you can create your task details including
    Assigned (click add Participant to assign)
    Start & End Date
    Priority, Status, Percent Complete
    Email and Popup Reminder
    Description & Attachments


***Users can customise the task title with these task tags

  • {Contact.FirstName}
  • {Contact.LastName}
  • {Contact.Prefix}
  • {Contact.MiddleName}
  • {Contact.JobTitle}
  • {Contact.customfield} (**enter the exact match of the contact custom field)
  • {Company.Name}
  • {Company.customfield} (**enter the exact match of the company custom field)


  • 4. Click Types to link this task to given project


  • 5. Once you have added all of your tasks and linked them to project types click new project and select the project type and your automated workflow will begin to populate.


To customize task