How to create and assign workflows to your athletes

Create recruiting workflows for your athletes to keep them on track during the recruiting process. Productive Recruit allows you to create customized workflows for your athletes, allowing you to create an organized set of tasks with instructions and due date. Once you create workflows you can assign them to athletes when creating accounts, from the athlete info page, or from the athletes tab via bulk actions.

Note: When a workflow is assigned to an athlete, updates to the workflow will not update the steps for the athlete. Make sure to only assign workflows to athlete's once it is setup correctly. If you assign a workflow to an athlete, and then update the workflow steps, you will need to remove the workflow from the athlete, and then reassign it to them.

Creating a new workflow

1. Navigate to the workflows tab

2. Name the workflow and provide an optional description. Note that this description is for internal purposes and is not meant for instructions. Once you fill out the information, click "Create Steps".

3. Create your workflow steps. Each step should have a name, instructions on what needs to be done, and a due date. You can also reorder your steps by dragging them to different positions. In most cases, placing them in order of their due date is the best practice.

Assigning the Workflow to your athletes

1. If you are creating a new athlete account and you already have workflows created, you will see checkboxes that allow you to assign workflows to athletes when their account is created.

2. You can also assign workflows to athletes from the athlete information page. You can get to the athlete information page by clicking "more info" from an athlete row on the athletes tab. Once you are on the athlete information page, click "Workflow" in the top right. You will then be taken to a page where you can see their current workflow series, or assign them to a new one.

3. You can also assign athletes to workflows via bulk actions. Please read our guide on bulk actions for more info.

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