How To Add a New Workflow

How to add a new workflow

There are 2 ways of creating a workflow:

Option 1

Step 1: Go to https://app.taxaroo.com/login and login to your account
Step 2: Select the workflows module 

Step 3: Click on Copy Interview button. Copy of selected workflow will be created

Option 2

Step 1: Go to https://app.taxaroo.com/login and login to your account
Step 2: Select the workflows module 

Step 3: Click on button New Workflow > New workflow will be created

Step 4: Click on the button Add section > A new section will be added. Fill in the field with relevant Section name > personal details

Step 5: Click on Expand button. ‘Add Fields’ and ‘Add’ subsection buttons will appear.

Step 6: Click on ‘Add Field’. Fields and Field Type section will pop-up.

Step 7: Enter the label of the field: Full Name. Select Field type from dropdown Ex: Free Text. Turn ‘Required’ switch ‘On’ or ‘Off’ based on the requirement.

Step 8: Click on Add Subsection if required and fill in the fields with relevant data.

Step 9: Click on Save changes

Still need help? Contact Taxaroo Support Contact Taxaroo Support