Transition setup order

The Transition Management module must be enabled for the client's organization before setup can begin.

Use this sequence to set up transition management processes:

  1. Define transition email templates. This step is not required if you are not sending emails.
  2. Define transition calculation methods. This step is not required if you are not using due dates or sending emails.
  3. Identify transition document templates.
  4. Modify transition forms.
  5. Define transition content as a library of text to reuse.
  6. Define transition task groups. Associate them with actual resources.
  7. Define transition tasks, including associating them with a task group and optional prerequisite task.
  8. Define transition programs and add tasks to the transition programs.
  9. Configure a transition landing page.
  10. Schedule email automation.