Salentica Elements

In Elements Configuration, clone a Workflow Template when adapting an existing client process. Clone copies its details; select Copy Steps from Existing Template as well when the new version should include the task sequence. Give the new template a distinct name before changing its steps.

Each step defines an assignee and business-day deadline. Use a relationship-team role or queue where the work belongs to a function rather than a particular employee. Linear steps run in sequence; concurrent steps allow work to proceed together. Launch the chosen template from the relationship's Workflow Launcher to create that client's workflow.

Checklists group several sub-tasks within one task. Every checklist item must be checked before the task can be completed, and checking those items does not itself complete the task. Finish the task explicitly so the workflow can advance.

An administrator must assign the configuration and workflow permissions before a user can maintain templates. New users receive a Salesforce welcome email with their firm-specific address and username, then verify the account and set up a password. Black Diamond's CRM page offers a demo request to discuss Elements.