Follow a card through a workflow

A card tracks a person's progress through a workflow. Workflow assignees are the ones responsible for moving cards through each step of a workflow. 

View your assigned cards

On the Workflows page, select My cards on the left to see workflows with cards assigned to you. The number of cards assigned to you is highlighted in green under the workflow's name.

After selecting a workflow, select a step to view the cards. 

• Choose a person's name from the Cards assigned to dropdown to view the cards assigned to them in that step.

• Toggle the Ready and Snoozed options on the right to view the cards assigned to the person selected in the dropdown.

• Select an option from the Sort by dropdown to sort the list of cards by newest, oldest, or alphabetically.

• Select the View card button next to a person's name to open their card.

Take action in a step

Before completing a step, you may need to take additional actions to move the card through the process.

• If the card doesn't need to be completed right away, snooze the card to receive a reminder to take action later.

• Reassign the card to a different collaborator, who will be notified about the new card by email. Select Pin assignment if the card should stay assigned to that same person throughout the remainder of the workflow.

• Review the card details, such as the person's name and contact information, as well as how to complete the current step.

• Select More options to take the following actions:

  • Skip this step: Move the person to the next step without completing this one.

  • Skip to later step: Move this person forward to a different step. 

  • Send back one step: Move the person back to the previous step if more follow up is needed.

  • Remove from workflow: Remove the card from the workflow if the person should no longer continue through the process. The card history and the person's profile will include a record of the person's removal.

  • Delete card: Remove all history of the card from the workflow and the person's profile. 

• Once all necessary actions for the step are complete, select Complete step to move the card forward in the workflow.

• Add internal note: Add internal notes to summarize what happened during the step. If the note contains information regarding someone's general profile, check the Save this note to profile checkbox to add it to their profile notes. This helps you and your team find that information in the person's profile notes later without tracking down the workflow card!

• Send email: Send an email to this person. Create a new email or select an email template from the dropdown.

• Perform action: Perform an action for this person, such as updating their membership type or adding them to a team in Services.

• The card history shows whether the card was reassigned or snoozed, if a step was skipped, or if notes were added during any steps.