Workflow Overview

A Workflow is a defined business process with a particular task assigned to specific roles.

  • A Workflow sometimes involves external users of the organization, such as a website user completing a contact form or applying to serve with the organization.

  • A Workflow may also involve internal users in the organization, such as staff administrators who review contact forms, manage child sponsorship onboarding, or missionary recruitment.

  • A Workflow can include various statuses such as active, on-hold, discontinued, or completed.

  • Your installation may have multiple workflows for various use cases, such as contact forms, mobilization onboarding, donor management, etc.

Modified on Mon, 18 Sep, 2023 at 3:08 PM

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Make sure these features are added to your Site Stacker installation by learning how to run updates here!