Add Workflow Step

Workflows are built as a timeline, with each step placed in sequence based on when it should be executed relative to the target date.

To add a new step, click any "add" button on the timeline or the "new" button at the top of the page. Select the type of step you want to create, then fill in the required information specific to that step.

Each type of step has unique information fields. Detailed instructions for each step coming soon

When entering information for a step, you can set the exact time it will be executed relative to the target date. This ensures that each action occurs at the correct moment within the workflow timeline.

Watch the attached video for a detailed walkthrough.