How to add phases and tasks to a workflow template

1. Navigate to https://www.pixifi.com/admin/workflow/26070/

2. All of the Tasks inside the Template can be grouped into phases and each phase has a calculated due date that will apply to all Tasks within that phase. Each phase can also have “Actions" like Emailing a Client or sending a questionnaire.
When you add those actions to each phase, they won’t get triggered to send off until ALL the Tasks within that phase have been marked as completed.

3. Select the Workflow you want to edit with phases > click "Add Phase"

4. Title the Phase and fill the necessary fields > Save

5. To add tasks to the phase , click "Add"

6. Select the task you want to add to the phase

7. Manage the task > Save

8. You can also add Automatic Items to the Workflow -these are actions that you schedule to be automatically activated

9. Select the action

10. Fill the fields > Click "Save"

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