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How to get to the Workflow Builder page

Last Updated: 2022/05/04
  • Go to the sidebar and hover over ‘Admin’. From the options displayed, hover over ‘Workflows’. From these options click on ‘Tasks’.

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  • This will take you to a page titled ‘Task Workflows’.
  • In the left-hand corner there is a ‘+ Create Task’ button, click on this to create a new Workflow.

workflow builder 2.png

  • This will take you to the Workflow Builder page.

workflow builder 3.png