How do I know how many Action Tasks are in a Process Flow in Vtiger CRM?
In Vtiger CRM, you can review the number of workflows (Action Tasks) linked to a process by following these steps:
- Log in to the CRM.
- Click the Main Menu in the top right corner.
- Click Settings. The Settings page will open.
- Select Automation > Workflows. The Workflows page will open.
- The All Filter section will display the total number of Workflows.
- Click the Drop-down and select the module you want to view workflow details for.
- Review the workflow details to see the conditions and actions. Each action (like sending an email, creating a task, or updating a record) counts as an Action Task.