How to assign a timeline to a user
MAG

Martin Aarhus Gregersen

Created Nov 28, 2023

How to assign a timeline to a user

3
    p

Introdus

9 Steps
1

Click on Timelines

Click on Timelines
2

Click on the actions context menu

Click on the actions context menu
3

Click on Assign

Click on Assign
4

Click on preboarding Date

Click on preboarding Date
5

Choose the desired date, on which the timeline should unlock

Choose the desired date, on which the timeline should unlock
6

Click on Message

Click on Message
7

Select a message the user should receive

Select a message the user should receive
8

Enable or disable SMS and Email as appropriate

Enable or disable SMS and Email as appropriate
9

Click on Assign

Click on Assign
Well done!
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