How To Add a New Workflow

How to add a new workflow

Please follow these steps to create a new interview workflow in Taxaroo:

1. Visit https://apps.taxaroo.com/login and log in to your account.
2. Choose the "workflows" module from the menu.
3. Click on the "+" symbol to create a new interview, which will generate a new workflow.
4. To add a special section, click on the "Add Special section" button, and a new section will be added. Enter the relevant section name, such as "personal details."
5. Expand the section by clicking on the "Expand" button. This will reveal buttons to "Add Fields" and "Add Subsection."
6. To add a field, click on "Add Field," and a section with field options will appear.
7. Provide a label for the field, for example, "Full Name," and select the field type from the dropdown, such as "Free Text." You can turn the "Required" switch on or off depending on whether the field is mandatory or not.
8. If needed, you can include subsections by clicking on "Add Subsection" and filling in the relevant details.
9. Once you are done, click on "Save changes" to save the modifications.