Follow these steps to add activities to a workflow:
- Log into the system.
- Locate File Management Module, then under the Notes section, click on the Workflow Management link.
- A list of all existing workflows will be displayed on the screen.
- Locate the workflow you wish to update and click on the “View Activities” link (highlighted in blue).
- This will take you to the activities page for the selected workflow.
- Click on the “Add New Activity” button and complete the required fields with the relevant information.
- Once all details are filled in, click on the “Save Activity” button to submit the new activity.