Workflows
A Workflow is a reusable task template. Create a workflow once, then apply it to any household to instantly generate a task with all the steps already defined. Workflows save time on recurring processes like client onboarding, annual reviews, and advice implementation.
Build Once, Use Everywhere
Instead of recreating the same task structure for each client, define it once as a workflow. Apply the workflow whenever you need it.
Creating and Applying Workflows
Navigate to Workflows in the main menu to view, create, and manage your templates. Click New Workflow to build a template with steps and substeps. When ready, select Apply on any workflow and choose a household. Sterling creates the task automatically with all steps populated.
Categories
Every workflow belongs to a category. Categories help you organize templates by purpose and filter your library quickly.
- Onboarding: New client setup, account opening, document collection
- Review: Annual reviews, quarterly check-ins, portfolio assessments
- Compliance: Regulatory requirements, disclosures, audit preparation
- Advice: Implementing recommendations from Sterling's advice engine
- General: Any other recurring processes
Sharing Scopes
Control who can see and use your workflows with sharing scopes. Choose the appropriate scope when creating or editing a workflow.
- Personal: Only you can view and use the workflow. Ideal for individual processes.
- Firm: Everyone at your firm can view and use the workflow. Best for standardized team processes.
Editing Permissions
You can edit workflows you created. Firm administrators can edit firm-level workflows. Global workflows are managed by Sterling.
Finding Workflows
As your library grows, use these tools to locate the right workflow:
- Favorites: Star frequently-used workflows for quick access
- Tags: Add custom labels to group related workflows
- Search: Find workflows by name, description, or step content
- Filters: Narrow results by category, scope, or status