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InfoFlo CRM Knowledge Base

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Task 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 Task->click Workflow

2. Click New to create a new Workflow and enter a name for the new Workflow

3. Click the pencil icon and the “Task Template List” window will appear

4. Click the pencil icon and the Task form will appear

5. Here you can create your task details including
Assigned (click add Participant to assign)
Start & End Date (Immediately, Day After, Specific Date)
Priority, Status, Percent Complete
Email and Popup Reminder
Description & Attachments

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

  • {FirstName}
  • {LastName}
  • {Prefix}
  • {MiddleName}
  • {JobTitle}

 

6. Once the Workflow is completed right click on a contact and select “Task Workflow”