Configure Manual Follow-up Workflow
To create a manual follow-up workflow, you need to configure the fields below:
Task Name: Provide a distinctive name for your workflow.
Task Description: Clearly state the purpose and actions of the workflow.
Task Assignee: Add the "Role" name or specify the list of users assigned to the task.
Task Due Date: Define the latest time for each task to be completed from its creation.
Task Notification Frequency: Specify how often notifications for each task status should be sent.
Follow these steps to complete manual follow-up worklfow configuration.
Steps:
Access "Admin View."
Navigate to Member Care”, then “Templates."
Find and open a new “Manual Follow-up” Task Template.
Configure task details and save.
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