RELATED IDEAS
New Client Onboarding task
So we have started to use the job management and workflows more effectively and at present for each new client we take on we are creating a manual task for them and then adding the on boarding work flow, it would be a good idea to have this automatically i know the missing data report picks up when certain items are missing but it wont pick up certain fields or internal steps such as DD set up or client creation or welcome email
Good afternoon,
I hope you are doing well. Just to add to what David has already advised, when creating a new client in the client file, the teal button next to the "Add Client" button lets you add an onboarding workflow to a task for the new client.
Hi Guest user,
I think for what you want to do, you need to set up a workflow template for your 'Onboarding' tasks. You can do this using Tasks/Workflow Manager/Add a new workflow template. Then once you create a new onboarding task, you need to select your 'onboarding' workflow template in the Workflow section of the task. Then your life is going to be easier. :-D
I hope this helps.
Best wishes,
David M