As an Administrator you can manage the list of actions (tasks) that you can assign to Delegates in Workflow. The standard list of actions presented is managed under Recall Settings --> Template Actions.
Add Template Actions
To add a Template Action:
Click on Template Actions under Recall Settings.
Enter the action Description and select the Response Type from the drop down.
Click Add Action. The new action will appear in the list below.
Click Save.
This new action will be displayed as an option when assigning actions to Delegates in Workflow.
Editing or Deleting Template Actions
Administrators can also edit existing template actions or delete them.
To edit a Template Action, click on Template Actions under Recall Settings.
Click on the action Description and make any changes.
To Delete a Template Action, click the X next to the action.
