Start a workflow with an action or opportunity list

We use actions in NXT to keep grant contract routing visible and timely. It would be nice to start with an action (eg contract routed to finance), then shoot an email to accounting to let them know the ball is in their court. Then, when they approve, another email can go to COO letting her know she needs to review and approve, etc. This would be an internal workflow only. We could also manage reporting for grants this way where if we submit a quarterly report (the action) two months would pass, an email would be sent to program directors asking them to prep the next quarterly report. We currently keep track in spreadsheets.

  • Cindy Gericke
  • Jun 4 2021
  • Attach files