Refresher Training

Module 7: Workflows

Clockwork's refresher training helps up-skill team members, refresh your knowledge of product features and provide Pro-Tips on using Clockwork. 
Module 7 Workflows Art

In this Module we will cover:

  • Setting Up Workflows
  • Automation & Triggers
  • Note and Task Prompts
  • Turning On and Off Workflows
  • Time-based Triggers By Status

Duration: 5:26

Refresher Training: Module 7 of 11

Additional Materials

Pro Tips Webinar: A Live Q&A Session

Join our Customer Success and Support Teams twice a month for a live, Q&A session to ask any questions you have and get help live.

How Does Clockwork Support Your Unique Search Process?