Manually Add People to a Workflow

Manual adding people to a workflow lets staff intentionally start a workflow for selected people.

Before adding people

Create and save a workflow using the Manual Enrollment trigger. Confirm that its steps and timing are correct and that the workflow is active.

Enroll one person

1. Open the person’s profile.
2. Click Actions and then “Add to Workflow”.
3. Choose the Workflow for this Person and click “Add to Workflow”.
4. Go near the bottom of the person’s profile and confirm they are in the Workflow.

Enroll several people

1. Open People.
2. Select the people who should enter the workflow.
3. Right above the people list will be a an “Actions” pulldown.
4. Select “Add to Workflow”, pick the appropriate workflow and add your chosen people to it.

Each person receives a separate workflow run, allowing ChurchTrakr to track progress individually.