Before you start: you'll need to customize your work flow according to your checklist or action items. Learn how to do so in the Customize Task Workflow for Deals guide.

Skip ahead to...

 

 

Schedule your workflow

Navigate to the pipeline.

Click Add task located on the bottom of the deal.
(Tip: if you had previously scheduled a task, the field will display the task due date instead. Click this.)

Select Apply task workflow.

From the menu, choose which tasks to schedule. By default all tasks in your workflow for the deal type and transaction stage are auto-selected.

To customize due date, time, and email notifications, click Advanced options. Otherwise click Apply.

 

 

Advanced options

Due date: by default tasks are scheduled on the date specified in your workflow.

  • Customize date: click on the due date associated with a task to change.

Due time: by default all tasks are schedules as all-day events.

  • Customize due time:
    • Uncheck the All day box to access times.
    • Click the starting time to set task starting time.
    • Click the ending time to set task duration.

Email notification: by default email notifications are scheduled for each task.

  • Turn of email notifications by unchecking the associated box. You can choose to turn off all or some of the notifications.
  • Customize when the email notification is sent by clicking on the downward facing arrow next to the reminder time.

Click Apply.

Your workflow will now appear on the deal as scheduled.

 

 

Assign workflow task (teams plan only)

If the deal is unassigned:

From the Assign to column, click on search team members.

Select the relevant team member.

If the deal is assigned:

Tasks are assigned to the deal owner by default. To change, click on the X beside their name.

Click on search team members.

Select the relevant team member.

Click Apply.