LOCATION
You’ll receive event login information after you register.
Zoom
Presenters
Melinda Kretschmer, Senior Learning Development Specialist, Element451
Matt Shifflet, Sr. Implementation Strategist , Element451
Today
9+ more
Core B: Tasks & Workflows
Upcoming Dates And Times
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Description
In this workshop, you learn how to:
Workflows and Rules
- Learn the difference between Workflows and Rules
- Automate communications and other actions to streamline daily work
- Update Profiles with labels, milestones, and other actions
Workflows
- Create ongoing communications and task assignments utilizing delays and conditions on Workflow steps
Tasks
- Create automated Task assignments via Workflows
- Create follow-up Tasks
- Manage Tasks via the Task list or Task Mode.
