To schedule an action:
To schedule an action:
GIF: Scheduling a workflow action
Record: drag a "Training Plan" action from the sidebar panel onto a calendar day, show the config dialog appear
public/docs/assign-workflow.gif
Click a date on the calendar
Drag an action from the panel or select one from the menu
Configure the action (e.g., select which training plan to assign)
The action appears as a card on that day
Drag cards between dates to reschedule.
Templates are pre-built sequences that schedule multiple actions relative to a start date.
Screenshot: Assign workflow template
Show: workflow template picker showing "4-Week Onboarding" template selected, timeline preview with actions on different days
public/docs/assign-workflow.png
Pause a workflow to halt execution. Resume to continue from where it stopped.
Cancelling drops all remaining actions. Completed actions are unaffected.
Click "View All" to see all workflow assignments for the client with statuses.
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