RISE Workflows

Updated February 13, 2026 15:34

RISE Workflows gives you one place to view all tasks associated with a contact and update those tasks.

RISE Workflows works with RISE Contacts and Tasks. To learn more about these two subjects, select the following Knowledge Center articles:
RISE Contacts
RISE Tasks

On your RISE sidebar, select Contacts.

Contacts on Sidebar.png

On the Contacts menu, select the Board option.

Contacts Board option.png

On the Board view, you will see all the contacts you have placed into a workflow.

Workflows in Contacts.png

Within the Board view, you can move any contact to another workflow stage by clicking and dragging the contact card.

Moving a Contact to a New Workflow.png

Related to

RISE
workflows

Workflows

RISE Workflows

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