Sophie Crawley
Articles
-
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Sending an Email has been replaced by the more powerful Send Message step.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...
-
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 ...
-
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...
-
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...
-
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...
-
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...
-
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...
-
Arbor Workflows: Adding a Follower
What is a Follower?A Follower is someone who can track the progress of a workflow, once it has been triggered.When interacting with workflows, there are three access levels, you’re either a followe...
-
Arbor Workflows: Managing Permissions - Collection + Workflow
It’s really important that you have the correct permissions set up on your Collections and Workflows, as this will help to control the visibility of workflows for staff members, along with controll...
-
Arbor Workflows: Assets: Links
This article will guide you through the process of adding Assets (links and files) as shared resources on the platform, enabling you to streamline workflows and keep everything connected and organi...