How to do it
These steps are for PlanWell on the web.
- Open Workflows → Automations and find Build a workflow in Rules. Enter Automation name and choose Start when. For a stage change, choose New stage; for an approaching event date, enter Days before event. Choose the Event type or leave Every event type.
- Choose the actions under Then do this. For example, apply a checklist, create a task, notify the team, or post a portal message. Fill in each action’s details, use Add another action if needed, and arrange their order with the up and down controls.
- Review This automation will, then choose Activate automation. It becomes active for future matching activity. Open the Run history tab to see results and any failures.