Workflows and automation · Guide 603 of 624

Tasks on workflow transitions

RockifyERP can run tasks when a workflow moves to a new state, such as creating a follow-up or sending a notification.

How to do it in RockifyERP

Open the workflow transition.
Add the tasks to run.
Save and test the transition.

Tip: Use transition tasks to remove manual follow-up steps.

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.