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Understanding Workflow Timing and Delays

Learn how to set workflow timing and delays so automated steps occur at the right time based on triggers and event dates.

Written by Naomi Sherman

Delays set when a step becomes due after its trigger or a prior step. Check the time zone and any existing event deadlines.

Why this matters

A workflow repeats work for the right event at the right time. Rae can prepare a complete draft quickly; your team then checks every starting condition, recipient, message, and task before publishing.

Before you start

Know the event or lead condition that should start the workflow and who should receive each action.

In Releventful

  1. Open the event type's draft and click the timeline item to change.

  2. In timing, choose its starting point and enter the delay amount and unit; check the time zone shown.

  3. Click Save draft, then Try the client portal and compare the sample due date with the event date before publishing.

A useful decision

Timing depends on the chosen starting point and the event's dates. Use a sample event to check the actual due time and time zone, especially after an event date changes.

Check the result

Preview a matching example and monitor the first live run. Confirm any message reached the intended person.

Important to know

A saved draft is not live. New items begin off for review. A published workflow can send real messages or create tasks when its conditions are met; existing events require their own impact review.

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