Follow

Seminar Workflow Tasks Report

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Seminar Workflow Tasks Report.  

To access the Seminar Workflow Tasks Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database: 

reports.png 

On the resulting page, your Seminar Workflow Tasks Report is accessible within the Reminder Reports section: 

swt1.png 

After clicking Seminar Workflow Tasks, your report will open up.  Here's a look at a sample portion of a Seminar Workflow Tasks Report: 

swr2.png

In the above example, we are logged in as Tucker McLaughlin. He currently has one Seminar Workflow Task Reminder, displaying the Due Date, Seminar Name, Workflow Name, Step and Task Name and to whom the Task is assigned.  Note, when you attach a Workflow to a Seminar, no dates or Owners will automatically be assigned to the Workflow Tasks.  After attaching a Workflow to a Seminar, you will need to assign Due Dates and Owners for each of the Workflow Tasks.  If you neglect this step, no Seminar Workflow Reminders will be generated for the Seminar. 

Above your report, you'll see several Options: 

 
The "filter" button presents you with a modal that will allow you to filter by any combination of the items displayed below:
 
swr4.png
 
Clicking export will download the data and allow you to open it up in Microsoft Excel. 
 
The pdf button downloads a report, suitable for printing.  
 

Search sends the currently displayed contact names in your report to your Advanced Search page, where you can take further actions with those contacts. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk