![](https://www.wealthbox.com/wp-content/uploads/2024/05/Templated-Workflow-Outcomes-Wealthbox_header@2x.png)
We’re excited to announce an enhancement to our workflow capabilities that will streamline your workflow management. With this latest feature release, completing a workflow step with outcomes becomes much easier – and more efficient.
Adding Comments to Your Outcomes
One key element of any workflow is tracking outcomes and providing relevant comments.
While adding comments when completing a workflow step isn’t new, the ability to set templated outcome comments to a workflow is. This means users can now create predefined templates if additional information should be logged when a specific workflow outcome is selected.
![Adding a comment to a Workflow outcome in Wealthbox.](https://www.wealthbox.com/wp-content/uploads/2024/05/Templated-Workflow-Outcomes-Wealthbox-Adding-Comments@2x-1.png)
How It Works
Users can create specific comment templates for each outcome when defining workflow templates. For example, if there’s an outcome called “form not complete,” users can set up a comment template with a space for “What information is missing?”. This ensures that the relevant comment template appears whenever an outcome is selected, prompting users to provide the necessary information consistently.
![Adding a new outcome with a templated comment in Wealthbox.](https://www.wealthbox.com/wp-content/uploads/2024/05/Templated-Workflow-Outcomes-Wealthbox-Adding-Outcome_v2@2x.png)
This feature allows users to add templated notes to their selected outcomes, providing valuable context and information. Whether capturing client feedback, documenting essential details, or noting follow-up actions, templated outcome comments ensure that critical information is not missed and is standardized across the board.
Stay tuned for more exciting updates as we continue to enhance your Wealthbox experience.