Workflows: How to Automatically Create a Task When a Client Reaches Their Check Back Later Date
Note: This feature is only available for Senior Place Premium subscriptions and Administrator users.
Using the Check Back Later Status can be useful for tracking potential future clients; however, it can be tedious to regularly monitor those profiles.
That's where this Workflow comes in handy. Rather than manually checking that Status for clients you want to follow up with, you can have this Workflow automatically create a task for you whenever a client reaches the Check Back Later Date you set.
Follow these steps to set up the Check back later follow-up task Workflow:
1) Navigate to Workflow settings
- Click the Settings Cog
- Choose the Settings option
- Choose the Agency settings tab
- Choose Workflows
2) Create a new Workflow
Click the Create workflow button to create a new workflow.
3) Configure the new Workflow
- Choose Check back later follow-up task
- Edit the Name and Description (optional)
- Click Create workflow
4) Customize the Workflow
- Choose which Status(es) will allow the Workflow to trigger. For the Workflow to trigger, the client will need to be in the defined Status(es) and have reached their Check Back Later Date.
- Edit the Task description (this is the task that will be created when the Workflow triggers)
- Choose who the task will be assigned to. If you'd like the task to be assigned to whoever the client is assigned to, leave this dropdown blank.
- Determine how many days after the Check Back Later Date the Task will be created.
- Assign a Task type (optional)
- Choose whether or not to Notify the task owner when the task is automatically created.
- Click Publish workflow
Have more questions? Feel free to reach out to us at support@seniorplace.io!