Follow these steps to add activities to a workflow:

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