Build
Learn how to build Programs, create Workflows and configure Automations
Programs
- How to Create a Program
- Site Dashboard: Overview
- Collaborators: Overview
- How to Launch a Program
- How to Duplicate a Program
- How to Move a Program to Trash
Workflow & Stages
- Workflow: Overview
- Stages: Overview
- How to Add/Duplicate a Stage
- How to Set Up an Application Stage
- How to Set Up a Simple Review Stage
- How to Set Up an Advanced Review Stage
Tasks
- Tasks: Overview
- How to Add/Edit an Applicant Task
- Reusable Applicant Tasks
- Accepted File Formats for Attachments
- Fill out a Form Task
- Attach File Task
Forms
- Forms: Overview
- Form Builder: Overview
- How to Create/Edit a Form
- Form Question Types: Overview
- How to use Advanced Branching Logic to Dynamically Change your Form
- How to Safely Make Changes to a Live Form
Form Question Types
- Section Heading Question
- Text Response Question
- Multiple Choice Question
- Rating Scale Question
- Dropdown Question
- Checkbox Question
Automations
- Webhooks: Overview
- Automations: Overview
- Automations: Activations ("WHEN TO APPLY")
- Automations: "CONDITIONS"
- Automations: Actions ("DO")
- Advanced Automation Settings