The new Workflow Tasks feature is great for teams who have multiple admins or departments that complete tasks between an order being placed and the final delivery to your clients. These can be added at a product level or an order level. This feature will help keep your entire team on track from beginning to end!
Watch the video below for a demo:
How to use workflow tasks
Click the steps below for a detailed walk-through:
Step 1: Go to your shopping cart
Step 2: Scroll down to Workflow Tasks
Step 3: Click "Create Your First Workflow Task"
Step 4: Fill in the Workflow Task details
Step 6: Scroll up and click on a product to add a Workflow Task to
Step 7: Click Workflow Tasks on the left
Step 8: Select which Workflow Task(s) will apply to this product
Step 10: When that product is ordered, the Workflow Task will appear on the Site Summary
Step-by-step:
Step 1: Click the Business tab at the top of the page and then click the Shopping Cart tab on the left-hand side.
Step 2: Scroll down to the Workflow Tasks section.
Step 3: Click the "Create Your First Workflow Task" button.
Step 4: Fill in all of the Workflow Task Details in the pop-up window. The Task Type can be either a "Product Task" or an "Order Task". A Product Task will appear once per product, whereas, an Order Task will appear once per order. You can also choose a specific team member to complete the task and a certain payout amount for that task.
Step 5: Click "Save Updates".
Step 6: You will now need to add this Workflow Task to a product(s). To do this, you will scroll up to your product list and click on a product that needs a Workflow Task added.
Step 7: Click the Workflow Tasks tab on the left-hand side of the pop-up window.
Step 8: Select which Workflow Task will apply to this product. Note: you can choose multiple Workflow Tasks.
Step 9: Click "Save Updates".
Step 10: When that product is ordered, it will now show the Workflow Tasks, along with the products ordered, on the Site Summary. The Workflow Task won't appear on the team members Dashboard page for completion until the product or order has been completed.
For any additional questions, our Support team is ready to help you!
Phone/Text:- 509-515-3338
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