Plan the order of tasks and reminders so clients know what to do next. Review repeatable work in Studio; use the event To-Do list for one client's actual tasks.
Review the workflow timeline
Open Automations > Manage Portal Templates, select the event type and choose Edit workflow. Create or open a draft.
Select the To-Do or message in Your draft timeline.
Check its starting milestone, deadline, reminder timing and client sharing. Use the full editor where needed.
Review the order of the work. Do not assume moving a card changes every saved date rule.
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.
Review one client's tasks
Open the event portal and choose To-Dos. Inspect ordering, deadlines and reminders. Use timed section headings to organize related tasks where offered. A timed task section does not itself change event dates or replace the separate event timeline.
The original template editors
Select the event type, open Advanced settings > Step 3, then use the edit pencil beside Edit Portal Automations. These editors save directly to live configuration.
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.