Tailor your Workflow within your EasyEviction account to make it your own!
A Customized Workflow helps you remove unnecessary details, and input all the important information and steps making the Eviction process more efficient.
Follow the steps below to customize the workflow on your EasyEviction account to fit your specific needs.
Note: You must first be an admin to access the admin settings.
Step 1: Click the "Admin Settings" button.
Go to your EasyEviction dashboard and click the gear icon or "Admin Settings" button.
Step 2: Click the "Workflows" button.
Step 3: Select a workflow to clone.
When you click a specific workflow, you can see a preview of the workflow's details and steps.
Step 4: Duplicate a workflow to customize it.
Click the "Clone workflow" button on top of Workflow Details to duplicate the chosen workflow.
Step 5: Edit the cloned Workflow.
After cloning a workflow, you can start editing the duplicate by clicking its copy.
Rename the workflow, Add Scheduled Email, and Edit the Workflow Steps.
Create a Scheduled Email to remind your client of the upcoming Court Date. This will allow the client to be prepared before the hearing.
After filling out the details, click Save.
To Edit the Workflow Steps, just click the pencil icon and a new pane will pop up on the right side of your screen allowing you to edit all the details in the selected step.
After editing all the details, click the "Apply Changes" button.
Do the same with all the other Workflow Steps.
To Remove a Workflow Step, click the edit icon and click the "Delete Step" Button.
To Add a Workflow Step, click the "Add Step" button on the upper right corner of your screen.
Step 6: Finalize and Save.
If you are satisfied with your customized Workflow, then click the "Save" button to apply all the changes made.
And that's it! You can now use your customized Workflow to make the Eviction process more efficient.