Adding Suggested Activities
The Suggested Activities list displays up to six recommended activity types based on the content of your workflow. Suggested Activities are context-sensitive, so the activity types that are shown vary according to the preceding activity.
For example, after a Send Email activity, you may see suggestions like:
To add a suggested activity:
- Hover over the white node where you want to add the activity.
The white node becomes a crosshair.
- Click the crosshair.
A placeholder for a new activity type is added to the workflow.
- Click Suggested to open the suggestions list.
The Suggested Activities list opens.
- Select the desired activity to add it to the workflow.