Workflows: How to Automatically Create a Task for Inactive Clients
Note: This feature is only available for Senior Place Premium subscriptions and Administrator users.
Every client has an Updated date associated with their profile so you can stay in the loop regarding the last time they were worked on.
Because it can be easy to overlook clients amidst the busyness of work, we built a Workflow to help you ensure that never happens. With the Inactive client follow-up task Workflow, we'll automatically create a task whenever a client remains untouched for a certain period.
Follow these steps to set up the Inactive client 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 Inactive client 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 no activity within a defined period (see step 2 below). The statuses here will default to any Active Statuses.
- Choose how many days of inactivity you want before the Workflow triggers.
- 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.
- 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!