Sophie Crawley
Articles
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Arbor Workflows: Publishing a Workflow
How can I publish changes I have made to a Workflow? Once you're happy with the changes you've made to your workflow, it's time to Publish.Publishing creates a new version of the workflow with your...
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Arbor Workflows: Adding a Workflow Step
A workflow is a repeatable set of steps. If you think of a process as “what” you need to do (i.e. new staff onboarding), a workflow helps you accomplish this by allowing you to create each of the s...
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Arbor Workflows: Adding a Checklist
Checklists are a series of tasks that a user needs to complete. Arbor Workflows can see whether a task is complete, share a key document within the list or have an important document signed. What i...
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Arbor Workflows: Sending an Email
Sending an Email has been replaced by the more powerful Send Message step. Moving from "Send Email" to "Send Message"If you have existing workflows using the old "Send Email" step, they will conti...
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Arbor Workflows: Adding a Spreadsheet
As you delve into the world of workflows, you'll discover one of Arbor Workflows powerful features – its seamless integration with cloud services such as Google Sheets and Excel Spreadsheets. This ...
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Arbor Workflows: Adding a Decision
Decisions are available to MIS users on a Comms and Perform Tier at School-Level. What is a Decision?A decision can be used as a step in a workflow to ask for approval for something or confirmation...
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Arbor Workflows: What is an Update?
Updates are additional actions that can be integrated into workflow steps. For instance, you might want to set up a reminder if a step isn't completed by its due date, or automatically update someo...
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Arbor Workflows: Adding an Update
As part of our powerful Updates feature, you have the ability to enhance each step within your workflow by adding either an update or a reminder.Unsure as to what we mean by Update? Check out our h...
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Arbor Workflows: Adding a Reminder
Here is an overview on how to add reminders to Decision Steps:To add a reminder to an update, you first need to begin by accessing the updates for the step by selecting the ‘more’ tab. Once you hav...
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Arbor Workflows: Adding a Tag
What is a Tag?Tags allow you to reference information that has been collected as a part of your workflow or can relate to Roles or Assets that have been uploaded into your school settings. Tags wor...