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
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