Every map begins with a trigger. There are two kinds: task and event.
Task Trigger
Use a task trigger when a person in your organization takes an action to start the workflow, for example submitting a request or reaching out to start a process.
When editing a task trigger you will fill in:
Trigger title
Who starts the workflow (the person responsible)
What instructions they should follow
What tools they use (optional)
A reference link (optional), for example a linked SOP or video
Event Trigger
Use an event trigger when the workflow starts because of something that happens independently of a person, for example a new lead inquiry coming in, or a system notification.
When editing an event trigger you will fill in:
Trigger title
A description of the event
A tool, if one is involved (optional)
Whether the workflow starts automatically when the event fires
A reference link (optional)