Create a Workflow for an Agenda

Workflows create an approval process for the items created in each agenda to ensure that the proper groups or people approve agenda items before they are added to an agenda.

Who can use this feature?

System Administrator | Owner

Instructions

1. Sign in to your site

2. Navigate to Modules > Content > Agenda Center

3. Select the category you want to add a Workflow to

4. Click Add Workflow

5. Create a Name to describe the Workflow

6. Click Add User or Group

7. Type into the search box and select the desired name

8. Click Add Rule next to the person or group

9. Fill in a [number of days] after no action, send email to [input email address]

10. Continue to add user(s) or group(s), if needed

11. Click Save Changes