Build a planning process that collects the right client information after booking and keeps staff prepared for the event.
Plan the work
Client information: planning answers, final choices or documents.
Team work: internal preparation tasks and reminders.
Timing: when work appears, when it is due and when its reminder sends.
Build the sequence
Open Automations > Manage Portal Templates, select the event type and choose Edit workflow. Create or open a draft.
Select Add workflow. Choose a To-Do for a task, Client message for an update or Team message for internal preparation. Use Timeline and Document where needed.
Review assignment and sharing for each task. Build draft questions with Include a form > View & edit form, or use the saved-form guide for an existing questionnaire.
Set starting conditions, deadlines and reminder schedules separately. Check enabled settings.
Select Save draft, then Test the portal to check the saved experience.
Select Review saved draft, then Review event impact. Read the proposed changes and confirmation before publishing.
Existing clients
A reusable change does not mean all previously created events now have the tasks. Review available event changes deliberately and inspect a representative event afterward.
Saving a draft does not make it live. Publishing an enabled workflow can create tasks or send real messages when its conditions are met. Review existing events separately; do not assume every event will receive the change.