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 03:08 PM

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