Property Tree: Streamline Your Processes with Workflows - Webinar, Thursday, August 6th, at 12:00 PM to 12:45 PM AEST
This webinar covers creating workflow templates, tasks, and automations, as well as using Workflow Actions to guide users through key processes, improving efficiency, consistency, and team productivity.
Learn how to streamline your business processes using Workflows in Property Tree. This webinar covers everything from creating workflow templates and tasks to configuring automations that help your team stay organised, consistent, and on track. You'll also learn how Workflow Actions can guide users directly to the right pages and pop-ups, making it easier to complete tasks efficiently and reduce manual effort.
At the end of this webinar, you will be able to:
- Create Workflow Templates and Tasks
- Edit and complete workflow tasks
- Use Workflow Actions to navigate directly to the Send Email page or selected pop-ups
- Set up Workflow Automations to trigger workflows automatically
Duration: 45 mins