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