Setting up a Process
- How to create a team todo list
- Changing your end-user's interface colors & background
- How to add a due date to a Process
- How to assign specific steps to a teammate
- How to display a welcome message to clients
- How to redirect clients to another page after onboarding is completed
- How to collect custom information as part of the onboarding
- How to add merge fields to your content
- How to add an html script to the process
- How to translate the portal to your end-user's language
- How to display process steps based on various criterias
- How to create custom progress statuses
- How to create a scoring criteria